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 | $810,338 | -13.1% | 10,860 | -8.8% | 0.29% | -5.3% |
| Q2 2023 | $931,961 | -11.1% | 11,909 | -16.2% | 0.30% | -21.9% |
| Q1 2023 | $1,047,963 | -29.1% | 14,204 | -32.1% | 0.39% | -33.2% |
| Q4 2022 | $1,477,284 | +1.7% | 20,916 | -9.8% | 0.58% | -1.2% |
| Q3 2022 | $1,452,000 | -10.9% | 23,191 | -4.8% | 0.59% | -8.3% |
| Q2 2022 | $1,629,000 | -13.2% | 24,356 | -1.6% | 0.64% | -7.6% |
| Q1 2022 | $1,877,000 | -15.0% | 24,742 | -14.5% | 0.70% | -21.6% |
| Q4 2021 | $2,209,000 | +1.1% | 28,940 | -6.1% | 0.89% | -29.4% |
| Q3 2021 | $2,185,000 | -5.9% | 30,821 | -8.5% | 1.26% | -10.7% |
| Q2 2021 | $2,322,000 | 0.0% | 33,702 | 0.0% | 1.41% | -3.1% |
| Q1 2021 | $2,322,000 | +4.7% | 33,702 | -5.5% | 1.45% | -9.1% |
| Q4 2020 | $2,217,000 | – | 35,649 | – | 1.60% | – |
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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% |