ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 261 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $359,519 | -40.4% | 4,818 | -37.5% | 0.06% | -47.5% |
| Q2 2023 | $603,619 | +3.8% | 7,713 | -2.1% | 0.12% | -4.7% |
| Q1 2023 | $581,313 | +13.7% | 7,879 | +8.8% | 0.13% | +4.9% |
| Q4 2022 | $511,291 | +7.4% | 7,239 | -4.7% | 0.12% | -47.0% |
| Q3 2022 | $476,000 | +2.6% | 7,598 | +9.4% | 0.23% | +5.0% |
| Q2 2022 | $464,000 | -19.4% | 6,943 | -8.6% | 0.22% | -11.7% |
| Q1 2022 | $576,000 | -0.7% | 7,593 | 0.0% | 0.25% | +9.7% |
| Q4 2021 | $580,000 | -8.2% | 7,593 | -14.9% | 0.23% | -39.1% |
| Q3 2021 | $632,000 | +42.0% | 8,919 | +44.3% | 0.37% | +46.1% |
| Q2 2021 | $445,000 | +4.5% | 6,181 | 0.0% | 0.25% | +3.7% |
| Q1 2021 | $426,000 | +17.0% | 6,181 | +5.6% | 0.24% | -8.2% |
| Q4 2020 | $364,000 | +119.3% | 5,851 | +91.3% | 0.27% | +115.3% |
| Q3 2020 | $166,000 | +10.7% | 3,058 | +6.7% | 0.12% | +2.5% |
| Q2 2020 | $150,000 | +13.6% | 2,865 | +0.1% | 0.12% | -9.0% |
| Q1 2020 | $132,000 | -26.7% | 2,863 | 0.0% | 0.13% | +11.8% |
| Q4 2019 | $180,000 | +9.1% | 2,863 | 0.0% | 0.12% | +8.2% |
| Q3 2019 | $165,000 | -7.8% | 2,863 | -9.5% | 0.11% | -4.3% |
| Q2 2019 | $179,000 | +3.5% | 3,164 | 0.0% | 0.12% | +5.5% |
| Q1 2019 | $173,000 | +12.3% | 3,164 | +0.6% | 0.11% | +78.7% |
| Q4 2018 | $154,000 | -13.0% | 3,144 | 0.0% | 0.06% | -38.4% |
| Q3 2018 | $177,000 | +4.7% | 3,144 | 0.0% | 0.10% | -2.0% |
| Q2 2018 | $169,000 | -29.6% | 3,144 | -30.6% | 0.10% | -30.8% |
| Q1 2018 | $240,000 | -4.4% | 4,527 | 0.0% | 0.15% | +28.1% |
| Q4 2017 | $251,000 | – | 4,527 | – | 0.11% | – |
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% |