ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 472 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $387,011 | -4.7% | 5,186 | 0.0% | 0.28% | -3.1% |
| Q2 2023 | $405,890 | +7.2% | 5,186 | +0.1% | 0.29% | -1.0% |
| Q1 2023 | $378,678 | +3.6% | 5,182 | +0.1% | 0.29% | -6.8% |
| Q4 2022 | $365,536 | -6.8% | 5,175 | -13.9% | 0.31% | -9.4% |
| Q3 2022 | $392,000 | -3.4% | 6,007 | +0.1% | 0.34% | -0.6% |
| Q2 2022 | $406,000 | -8.6% | 5,999 | +0.3% | 0.34% | -5.0% |
| Q1 2022 | $444,000 | -11.2% | 5,982 | -8.6% | 0.36% | -3.7% |
| Q4 2021 | $500,000 | – | 6,548 | – | 0.38% | – |
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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% |