ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 473 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,372,702 | -2.4% | 112,204 | +2.3% | 0.01% | 0.0% |
| Q2 2023 | $8,579,611 | +6.7% | 109,629 | +0.6% | 0.01% | 0.0% |
| Q1 2023 | $8,038,596 | +3.5% | 108,946 | -0.9% | 0.01% | 0.0% |
| Q4 2022 | $7,765,227 | +77.5% | 109,938 | +57.3% | 0.01% | +71.4% |
| Q3 2022 | $4,375,000 | -5.4% | 69,882 | +1.1% | 0.01% | 0.0% |
| Q2 2022 | $4,623,000 | -6.3% | 69,118 | +6.3% | 0.01% | 0.0% |
| Q1 2022 | $4,934,000 | +135.9% | 65,030 | +137.3% | 0.01% | +133.3% |
| Q4 2021 | $2,092,000 | +44.4% | 27,407 | +34.1% | 0.00% | +50.0% |
| Q3 2021 | $1,449,000 | -81.5% | 20,438 | -81.2% | 0.00% | -83.3% |
| Q2 2021 | $7,827,000 | -0.1% | 108,769 | -4.3% | 0.01% | -7.7% |
| Q1 2021 | $7,834,000 | +68.4% | 113,690 | +52.0% | 0.01% | +62.5% |
| Q4 2020 | $4,653,000 | +486.8% | 74,816 | +412.1% | 0.01% | +300.0% |
| Q3 2020 | $793,000 | -9.7% | 14,611 | -13.1% | 0.00% | 0.0% |
| Q2 2020 | $878,000 | -64.9% | 16,815 | -68.9% | 0.00% | -71.4% |
| Q1 2020 | $2,501,000 | -31.3% | 54,067 | -6.3% | 0.01% | -12.5% |
| Q4 2019 | $3,638,000 | +55.7% | 57,679 | +42.8% | 0.01% | +33.3% |
| Q3 2019 | $2,336,000 | +176.8% | 40,390 | +170.4% | 0.01% | +200.0% |
| Q2 2019 | $844,000 | -14.1% | 14,936 | -16.8% | 0.00% | -33.3% |
| Q1 2019 | $982,000 | +19.3% | 17,961 | +6.8% | 0.00% | 0.0% |
| Q4 2018 | $823,000 | +78.1% | 16,814 | +106.0% | 0.00% | +200.0% |
| Q3 2018 | $462,000 | +12.1% | 8,161 | +5.9% | 0.00% | 0.0% |
| Q2 2018 | $412,000 | +0.2% | 7,708 | -0.3% | 0.00% | 0.0% |
| Q1 2018 | $411,000 | -31.6% | 7,730 | -28.9% | 0.00% | -50.0% |
| Q4 2017 | $601,000 | +140.4% | 10,869 | +126.8% | 0.00% | +100.0% |
| Q3 2017 | $250,000 | +9.2% | 4,792 | +5.9% | 0.00% | 0.0% |
| Q2 2017 | $229,000 | -31.8% | 4,524 | +83.8% | 0.00% | -50.0% |
| Q4 2014 | $336,000 | – | 2,462 | – | 0.00% | – |
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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% |