ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 365 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $2,951,000 | -0.9% | 41,637 | +0.6% | 0.20% | -1.0% |
| Q2 2021 | $2,978,000 | +1023.8% | 41,382 | +977.1% | 0.20% | +952.6% |
| Q1 2021 | $265,000 | +12.3% | 3,842 | +1.3% | 0.02% | +5.6% |
| Q4 2020 | $236,000 | -4.5% | 3,793 | -10.2% | 0.02% | -18.2% |
| Q3 2020 | $247,000 | -3.5% | 4,222 | -13.9% | 0.02% | -12.0% |
| Q2 2020 | $256,000 | -10.5% | 4,904 | +8.2% | 0.02% | -7.4% |
| Q4 2019 | $286,000 | +0.7% | 4,533 | -7.8% | 0.03% | -10.0% |
| Q3 2019 | $284,000 | -23.0% | 4,915 | -24.4% | 0.03% | -21.1% |
| Q2 2019 | $369,000 | +3.7% | 6,505 | +0.2% | 0.04% | -2.6% |
| Q1 2019 | $356,000 | – | 6,491 | – | 0.04% | – |
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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% |