ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 536 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $16,563 | -84.5% | 222 | -83.8% | 0.01% | -84.6% |
| Q2 2023 | $107,157 | -27.5% | 1,369 | -31.7% | 0.05% | -34.2% |
| Q1 2023 | $147,877 | +4.9% | 2,004 | +0.5% | 0.08% | -2.5% |
| Q4 2022 | $140,910 | +19.4% | 1,995 | +5.8% | 0.08% | +17.4% |
| Q3 2022 | $118,000 | -5.6% | 1,885 | +0.7% | 0.07% | -11.5% |
| Q2 2022 | $125,000 | -11.3% | 1,872 | +0.5% | 0.08% | +13.0% |
| Q1 2022 | $141,000 | +147.4% | 1,863 | +151.1% | 0.07% | +155.6% |
| Q4 2021 | $57,000 | +29.5% | 742 | +20.7% | 0.03% | 0.0% |
| Q3 2021 | $44,000 | 0.0% | 615 | 0.0% | 0.03% | 0.0% |
| Q2 2021 | $44,000 | -12.0% | 615 | -15.8% | 0.03% | -27.0% |
| Q1 2021 | $50,000 | -20.6% | 730 | -27.4% | 0.04% | -28.8% |
| Q4 2020 | $63,000 | +14.5% | 1,005 | 0.0% | 0.05% | -3.7% |
| Q3 2020 | $55,000 | – | 1,005 | – | 0.05% | – |
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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% |