ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 470 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,715,273 | -5.1% | 36,388 | -0.5% | 1.23% | -3.1% |
| Q2 2023 | $2,860,638 | +2.5% | 36,553 | -3.4% | 1.27% | +6.4% |
| Q1 2023 | $2,790,950 | +16.8% | 37,828 | +11.9% | 1.19% | +12.6% |
| Q4 2022 | $2,388,565 | +11.9% | 33,818 | -0.8% | 1.06% | +2.9% |
| Q3 2022 | $2,135,000 | -4.6% | 34,099 | +1.9% | 1.03% | 0.0% |
| Q2 2022 | $2,237,000 | +67.3% | 33,449 | +89.7% | 1.03% | +86.2% |
| Q1 2022 | $1,337,000 | +24.5% | 17,628 | +25.3% | 0.55% | +33.3% |
| Q4 2021 | $1,074,000 | +6.9% | 14,064 | -0.9% | 0.41% | +1.2% |
| Q3 2021 | $1,005,000 | -5.2% | 14,185 | -3.7% | 0.41% | -6.0% |
| Q2 2021 | $1,060,000 | -3.7% | 14,730 | -7.8% | 0.44% | -11.0% |
| Q1 2021 | $1,101,000 | +8.3% | 15,978 | -2.3% | 0.49% | +2.9% |
| Q4 2020 | $1,017,000 | – | 16,354 | – | 0.48% | – |
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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% |