ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 536 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $971,403 | +73.9% | 13,018 | +82.4% | 0.00% | – |
Q2 2023 | $558,620 | +1.5% | 7,138 | -4.3% | 0.00% | – |
Q1 2023 | $550,399 | -6.2% | 7,460 | -10.2% | 0.00% | – |
Q4 2022 | $586,512 | +14.8% | 8,304 | +1.7% | 0.00% | – |
Q3 2022 | $511,000 | -6.4% | 8,168 | 0.0% | 0.00% | – |
Q2 2022 | $546,000 | -13.2% | 8,168 | -1.5% | 0.00% | – |
Q1 2022 | $629,000 | +18.7% | 8,293 | +19.5% | 0.00% | – |
Q4 2021 | $530,000 | +7.7% | 6,939 | 0.0% | 0.00% | – |
Q3 2021 | $492,000 | +0.4% | 6,939 | +1.8% | 0.00% | – |
Q2 2021 | $490,000 | +4.5% | 6,814 | 0.0% | 0.00% | – |
Q1 2021 | $469,000 | – | 6,814 | – | 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% |