ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 302 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $785,450 | -0.2% | 10,526 | +4.6% | 0.01% | +14.3% |
| Q2 2023 | $787,295 | +3.6% | 10,060 | -2.3% | 0.01% | -12.5% |
| Q1 2023 | $760,008 | +8.8% | 10,301 | +4.2% | 0.01% | +14.3% |
| Q4 2022 | $698,461 | +12.8% | 9,889 | -0.0% | 0.01% | 0.0% |
| Q3 2022 | $619,000 | -6.4% | 9,892 | +0.0% | 0.01% | 0.0% |
| Q2 2022 | $661,000 | -16.1% | 9,889 | -4.8% | 0.01% | 0.0% |
| Q1 2022 | $788,000 | -0.6% | 10,389 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $793,000 | +7.7% | 10,389 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $736,000 | -1.6% | 10,389 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $748,000 | +4.5% | 10,389 | 0.0% | 0.01% | -22.2% |
| Q1 2021 | $716,000 | +10.8% | 10,389 | 0.0% | 0.01% | +12.5% |
| Q4 2020 | $646,000 | +14.5% | 10,389 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $564,000 | +3.9% | 10,389 | 0.0% | 0.01% | -11.1% |
| Q2 2020 | $543,000 | +5.6% | 10,389 | -6.7% | 0.01% | -10.0% |
| Q1 2020 | $514,000 | -21.5% | 11,133 | +7.2% | 0.01% | 0.0% |
| Q4 2019 | $655,000 | +9.2% | 10,389 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $600,000 | +1.9% | 10,389 | 0.0% | 0.01% | +11.1% |
| Q2 2019 | $589,000 | +11680.0% | 10,389 | +10289.0% | 0.01% | – |
| Q1 2019 | $5,000 | -99.0% | 100 | -99.0% | 0.00% | -100.0% |
| Q4 2018 | $510,000 | -13.0% | 10,389 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $586,000 | +5.0% | 10,389 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $558,000 | +1.1% | 10,389 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $552,000 | – | 10,389 | – | 0.01% | – |
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% |