ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 473 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $15,221,766 | -6.2% | 207,381 | -0.8% | 9.09% | -3.8% |
| Q2 2023 | $16,232,045 | +5.4% | 209,095 | -0.5% | 9.45% | +3.0% |
| Q1 2023 | $15,398,473 | -3.3% | 210,046 | -1.7% | 9.18% | -1.6% |
| Q4 2022 | $15,930,364 | +15.4% | 213,773 | -0.9% | 9.33% | -6.0% |
| Q3 2022 | $13,802,000 | -5.4% | 215,784 | +0.0% | 9.92% | -1.0% |
| Q2 2022 | $14,597,000 | -10.6% | 215,712 | +0.3% | 10.02% | -14.9% |
| Q1 2022 | $16,324,000 | -0.1% | 215,151 | +0.5% | 11.78% | +3.0% |
| Q4 2021 | $16,339,000 | +8.5% | 214,028 | +0.8% | 11.44% | +2.4% |
| Q3 2021 | $15,055,000 | +4.2% | 212,395 | +5.8% | 11.16% | +7.7% |
| Q2 2021 | $14,449,000 | +5.3% | 200,798 | +0.8% | 10.37% | -4.5% |
| Q1 2021 | $13,720,000 | – | 199,126 | – | 10.85% | – |
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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% |