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 | $1,871,430 | -6.1% | 25,079 | -1.5% | 0.46% | -4.8% |
| Q2 2023 | $1,992,551 | +1.8% | 25,460 | -4.0% | 0.48% | -1.0% |
| Q1 2023 | $1,956,503 | +12.8% | 26,518 | +8.0% | 0.49% | -5.6% |
| Q4 2022 | $1,733,867 | +34.0% | 24,548 | +18.8% | 0.52% | -23.4% |
| Q3 2022 | $1,294,000 | -1.4% | 20,661 | +5.3% | 0.68% | +41.4% |
| Q2 2022 | $1,312,000 | -22.2% | 19,613 | -11.7% | 0.48% | -27.5% |
| Q1 2022 | $1,686,000 | -5.5% | 22,220 | -4.9% | 0.66% | -5.2% |
| Q4 2021 | $1,784,000 | – | 23,364 | – | 0.70% | – |
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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% |