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 | $102,136 | -4.5% | 1,368,745 | +0.1% | 0.21% | -2.8% |
| Q2 2023 | $106,990 | +8.6% | 1,367,112 | +2.4% | 0.22% | +5.3% |
| Q1 2023 | $98,477 | +9.5% | 1,334,750 | +4.8% | 0.21% | -4.2% |
| Q4 2022 | $89,956 | -99.9% | 1,273,627 | +10.7% | 0.22% | +16.1% |
| Q3 2022 | $72,056,000 | +1.9% | 1,150,876 | +8.9% | 0.19% | +1.1% |
| Q2 2022 | $70,702,000 | -3.7% | 1,057,154 | +9.2% | 0.18% | +9.5% |
| Q1 2022 | $73,440,000 | -0.5% | 967,981 | +0.1% | 0.17% | +1.2% |
| Q4 2021 | $73,842,000 | +10.4% | 967,281 | +2.5% | 0.17% | -1.2% |
| Q3 2021 | $66,887,000 | -0.8% | 943,669 | +0.7% | 0.17% | -1.8% |
| Q2 2021 | $67,416,000 | +26.7% | 936,855 | +21.4% | 0.17% | +14.0% |
| Q1 2021 | $53,190,000 | +16.9% | 771,992 | +5.5% | 0.15% | +9.5% |
| Q4 2020 | $45,518,000 | +20.7% | 731,933 | +5.4% | 0.14% | +6.2% |
| Q3 2020 | $37,705,000 | +5.8% | 694,517 | +1.8% | 0.13% | -3.7% |
| Q2 2020 | $35,624,000 | +19.4% | 682,072 | +5.6% | 0.13% | -3.6% |
| Q1 2020 | $29,829,000 | -25.3% | 645,946 | +1.9% | 0.14% | -8.6% |
| Q4 2019 | $39,934,000 | +9.4% | 633,679 | +0.4% | 0.15% | -2.6% |
| Q3 2019 | $36,491,000 | +0.4% | 631,346 | -1.6% | 0.16% | -2.5% |
| Q2 2019 | $36,362,000 | +22.7% | 641,884 | +18.8% | 0.16% | +16.8% |
| Q1 2019 | $29,632,000 | +97.2% | 540,439 | +76.5% | 0.14% | +71.2% |
| Q4 2018 | $15,027,000 | -0.1% | 306,114 | +14.8% | 0.08% | +11.1% |
| Q3 2018 | $15,037,000 | +17.1% | 266,724 | +11.5% | 0.07% | +7.5% |
| Q2 2018 | $12,846,000 | +5.7% | 239,311 | +4.6% | 0.07% | +1.5% |
| Q1 2018 | $12,156,000 | +5.8% | 228,855 | +10.3% | 0.07% | +4.8% |
| Q4 2017 | $11,495,000 | – | 207,490 | – | 0.06% | – |
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% |