ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 411 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $297,305 | +0.6% | 3,799 | -5.1% | 0.20% | +12.7% |
| Q1 2023 | $295,498 | -2.5% | 4,005 | -6.7% | 0.17% | -10.4% |
| Q4 2022 | $303,145 | +14.8% | 4,292 | +1.7% | 0.19% | +4.9% |
| Q3 2022 | $264,000 | -6.0% | 4,219 | +0.5% | 0.18% | 0.0% |
| Q2 2022 | $281,000 | -15.9% | 4,198 | -4.7% | 0.18% | -4.7% |
| Q1 2022 | $334,000 | -0.3% | 4,406 | +0.3% | 0.19% | +7.2% |
| Q4 2021 | $335,000 | +5.3% | 4,393 | -0.6% | 0.18% | -20.7% |
| Q2 2021 | $318,000 | +3.6% | 4,421 | -0.8% | 0.23% | -8.5% |
| Q1 2021 | $307,000 | +13.3% | 4,458 | +6.5% | 0.25% | +101.6% |
| Q4 2020 | $271,000 | – | 4,187 | – | 0.12% | – |
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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% |