ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 337 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $245,956 | +12.8% | 3,482 | +0.1% | 0.00% | 0.0% |
| Q3 2022 | $218,000 | -5.2% | 3,480 | +1.3% | 0.00% | 0.0% |
| Q2 2022 | $230,000 | -11.5% | 3,435 | +0.1% | 0.00% | 0.0% |
| Q1 2022 | $260,000 | +157.4% | 3,432 | +75.5% | 0.00% | +200.0% |
| Q2 2020 | $101,000 | -3.8% | 1,955 | -13.7% | 0.00% | 0.0% |
| Q1 2020 | $105,000 | +36.4% | 2,266 | +86.5% | 0.00% | 0.0% |
| Q4 2019 | $77,000 | +16.7% | 1,215 | +7.5% | 0.00% | 0.0% |
| Q3 2019 | $66,000 | +4.8% | 1,130 | +0.4% | 0.00% | 0.0% |
| Q2 2019 | $63,000 | +6.8% | 1,126 | +5.4% | 0.00% | 0.0% |
| Q1 2019 | $59,000 | -6.3% | 1,068 | -17.0% | 0.00% | 0.0% |
| Q4 2018 | $63,000 | -13.7% | 1,287 | -2.3% | 0.00% | 0.0% |
| Q3 2018 | $73,000 | +7.4% | 1,317 | +4.8% | 0.00% | 0.0% |
| Q2 2018 | $68,000 | 0.0% | 1,257 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $68,000 | – | 1,257 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Family Firm, Inc. | 262,590 | $37,818,000 | 16.68% |
| ASPIRIANT, LLC | 1,387,911 | $70,700,000 | 6.15% |
| ALLEGHANY CORP /DE | 2,637,000 | $134,328,000 | 4.98% |
| Simply Money Advisors | 444,944 | $22,665,000 | 3.09% |
| Peak Capital Management LLC | 76,565 | $3,900,000 | 2.18% |
| Financial Planning & Information Services, Inc. | 89,353 | $4,552,000 | 1.64% |
| Edge Advisors, LLC | 271,725 | $13,841,000 | 1.58% |
| Oliver Luxxe Assets LLC | 46,455 | $2,366,000 | 1.54% |
| MARINER INDEPENDENT ADVISOR NETWORK, LLC | 200,008 | $10,188,000 | 1.46% |
| Steinberg Global Asset Management | 186,831 | $9,517,000 | 1.45% |