ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 312 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $825,670 | -4.7% | 11,065 | 0.0% | 0.11% | -0.9% |
Q2 2023 | $865,947 | +6.1% | 11,065 | 0.0% | 0.11% | 0.0% |
Q1 2023 | $816,376 | +4.5% | 11,065 | 0.0% | 0.11% | -1.8% |
Q4 2022 | $781,521 | +12.8% | 11,065 | 0.0% | 0.11% | -1.8% |
Q3 2022 | $693,000 | -6.4% | 11,065 | 0.0% | 0.11% | -2.6% |
Q2 2022 | $740,000 | -11.9% | 11,065 | 0.0% | 0.12% | -2.5% |
Q1 2022 | $840,000 | -0.6% | 11,065 | 0.0% | 0.12% | -1.7% |
Q4 2021 | $845,000 | +86.9% | 11,065 | +73.6% | 0.12% | +71.4% |
Q3 2021 | $452,000 | -1.5% | 6,375 | 0.0% | 0.07% | -2.8% |
Q2 2021 | $459,000 | +4.6% | 6,375 | 0.0% | 0.07% | +1.4% |
Q1 2021 | $439,000 | +10.9% | 6,375 | 0.0% | 0.07% | 0.0% |
Q4 2020 | $396,000 | +14.5% | 6,375 | 0.0% | 0.07% | +9.2% |
Q3 2020 | $346,000 | +3.9% | 6,375 | 0.0% | 0.06% | -4.4% |
Q2 2020 | $333,000 | – | 6,375 | – | 0.07% | – |
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% |