ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 472 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $412,338 | +120.5% | 5,838 | +95.6% | 0.06% | -1.7% |
| Q3 2022 | $187,000 | -99.9% | 2,984 | 0.0% | 0.06% | -9.1% |
| Q2 2022 | $199,570,000 | +86293.9% | 2,984 | -2.0% | 0.07% | +6.5% |
| Q1 2022 | $231,000 | +7.9% | 3,046 | +0.8% | 0.06% | -18.4% |
| Q3 2021 | $214,000 | -19.2% | 3,022 | -18.0% | 0.08% | -24.0% |
| Q2 2021 | $265,000 | +1.9% | 3,685 | -2.4% | 0.10% | -31.5% |
| Q1 2021 | $260,000 | – | 3,776 | – | 0.15% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Family Firm, Inc. | 266,735 | $33,080,000 | 16.43% |
| ASPIRIANT, LLC | 668,860 | $89,808,000 | 8.48% |
| Geneva Partners, LLC | 60,484 | $3,081,000 | 2.76% |
| Financial Planning & Information Services, Inc. | 36,262 | $4,869,000 | 2.23% |
| Oliver Luxxe Assets LLC | 13,729 | $1,843,000 | 1.57% |
| Asset Management Group, Inc. | 23,687 | $3,180,000 | 1.38% |
| TRUE Private Wealth Advisors | 30,191 | $4,053,000 | 1.36% |
| Kalos Management, Inc. | 9,616 | $1,291,000 | 1.00% |
| Independence Trust CO | 3,463 | $465,000 | 0.72% |
| Barrington Strategic Wealth Management Group LLC | 8,265 | $1,110,000 | 0.64% |