ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 550 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2016 | $2,210,000,000 | +31.0% | 17,167 | +29.6% | 0.01% | +28.6% |
| Q4 2015 | $1,687,000,000 | +84887.4% | 13,245 | -18.9% | 0.01% | -22.2% |
| Q3 2015 | $1,985,000 | -99.9% | 16,328 | +36.5% | 0.01% | +50.0% |
| Q2 2015 | $1,612,667,000 | -4.5% | 11,963 | -4.4% | 0.01% | -14.3% |
| Q1 2015 | $1,688,106,000 | -6.3% | 12,510 | -5.2% | 0.01% | -12.5% |
| Q4 2014 | $1,800,727,000 | -7.1% | 13,193 | -11.3% | 0.01% | -11.1% |
| Q3 2014 | $1,938,533,000 | +10.3% | 14,868 | +12.1% | 0.01% | +12.5% |
| Q2 2014 | $1,758,105,000 | +53.5% | 13,264 | +46.3% | 0.01% | +60.0% |
| Q1 2014 | $1,145,133,000 | +11.0% | 9,066 | +8.4% | 0.01% | 0.0% |
| Q4 2013 | $1,031,763,000 | +37.3% | 8,361 | +25.7% | 0.01% | +25.0% |
| Q3 2013 | $751,502,000 | +94.7% | 6,653 | +88.6% | 0.00% | +100.0% |
| Q2 2013 | $385,925,000 | – | 3,527 | – | 0.00% | – |
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% |