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 | $178,328 | -4.7% | 2,390 | 0.0% | 0.07% | -16.5% |
Q2 2023 | $187,027 | +6.1% | 2,390 | +0.0% | 0.08% | -3.4% |
Q1 2023 | $176,295 | +8.9% | 2,389 | +4.2% | 0.09% | +2.3% |
Q4 2022 | $161,884 | +12.4% | 2,292 | 0.0% | 0.09% | -9.5% |
Q3 2022 | $144,000 | -5.9% | 2,292 | 0.0% | 0.10% | -12.0% |
Q2 2022 | $153,000 | -12.1% | 2,292 | 0.0% | 0.11% | -10.0% |
Q1 2022 | $174,000 | -0.6% | 2,292 | 0.0% | 0.12% | -15.5% |
Q4 2021 | $175,000 | – | 2,292 | – | 0.14% | – |
Download |
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% |