ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 73 filers reported holding ISHARES TR in Q2 2014. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,436,501 | -13.2% | 19,251 | -9.0% | 0.00% | 0.0% |
| Q2 2023 | $1,655,738 | +3.0% | 21,157 | -2.9% | 0.00% | 0.0% |
| Q1 2023 | $1,607,580 | +1.3% | 21,789 | -3.0% | 0.00% | 0.0% |
| Q4 2022 | $1,586,934 | +5.0% | 22,468 | -6.9% | 0.00% | 0.0% |
| Q3 2022 | $1,512,000 | -8.2% | 24,144 | -2.0% | 0.00% | 0.0% |
| Q2 2022 | $1,647,000 | +13.5% | 24,631 | +28.8% | 0.00% | 0.0% |
| Q1 2022 | $1,451,000 | -20.3% | 19,129 | -19.8% | 0.00% | 0.0% |
| Q4 2021 | $1,820,000 | -31.4% | 23,842 | -36.3% | 0.00% | -50.0% |
| Q3 2021 | $2,652,000 | -28.0% | 37,411 | -26.9% | 0.00% | 0.0% |
| Q2 2021 | $3,684,000 | +33.2% | 51,201 | +27.5% | 0.00% | 0.0% |
| Q1 2021 | $2,766,000 | +13.5% | 40,149 | +2.5% | 0.00% | +100.0% |
| Q4 2020 | $2,436,000 | +143.4% | 39,164 | +112.5% | 0.00% | 0.0% |
| Q3 2020 | $1,001,000 | -2.9% | 18,429 | -6.6% | 0.00% | 0.0% |
| Q2 2020 | $1,031,000 | +7.2% | 19,738 | -5.2% | 0.00% | 0.0% |
| Q1 2020 | $962,000 | -33.9% | 20,823 | -9.8% | 0.00% | 0.0% |
| Q4 2019 | $1,455,000 | +44.1% | 23,086 | +32.1% | 0.00% | 0.0% |
| Q3 2019 | $1,010,000 | +17.4% | 17,477 | +15.1% | 0.00% | 0.0% |
| Q2 2019 | $860,000 | +12.6% | 15,185 | +8.9% | 0.00% | 0.0% |
| Q1 2019 | $764,000 | +14.9% | 13,942 | +2.9% | 0.00% | 0.0% |
| Q4 2018 | $665,000 | -16.5% | 13,544 | -4.1% | 0.00% | 0.0% |
| Q3 2018 | $796,000 | +5.3% | 14,121 | +0.3% | 0.00% | 0.0% |
| Q2 2018 | $756,000 | -8.7% | 14,083 | -9.7% | 0.00% | 0.0% |
| Q1 2018 | $828,000 | -6.8% | 15,598 | -2.7% | 0.00% | 0.0% |
| Q4 2017 | $888,000 | +6.6% | 16,026 | +0.7% | 0.00% | 0.0% |
| Q3 2017 | $833,000 | +6.7% | 15,910 | +3.7% | 0.00% | 0.0% |
| Q2 2017 | $781,000 | +22.6% | 15,338 | +21.6% | 0.00% | 0.0% |
| Q1 2017 | $637,000 | +0.2% | 12,612 | -2.6% | 0.00% | 0.0% |
| Q4 2016 | $636,000 | +40.4% | 12,944 | +31.8% | 0.00% | – |
| Q3 2016 | $453,000 | -1.1% | 9,824 | +187.8% | 0.00% | – |
| Q2 2016 | $458,000 | +19.0% | 3,413 | +14.1% | 0.00% | – |
| Q1 2016 | $385,000 | -24.5% | 2,992 | -25.3% | 0.00% | -100.0% |
| Q4 2015 | $510,000 | +18.9% | 4,003 | +13.5% | 0.00% | – |
| Q3 2015 | $429,000 | -0.2% | 3,528 | +10.5% | 0.00% | – |
| Q2 2015 | $430,000 | -15.5% | 3,192 | -15.4% | 0.00% | – |
| Q1 2015 | $509,000 | +5.2% | 3,774 | +6.4% | 0.00% | – |
| Q4 2014 | $484,000 | +5.0% | 3,546 | +0.4% | 0.00% | – |
| Q3 2014 | $461,000 | +23.6% | 3,533 | +25.6% | 0.00% | – |
| Q2 2014 | $373,000 | +34.7% | 2,813 | +28.4% | 0.00% | – |
| Q1 2014 | $277,000 | +32.5% | 2,191 | +29.3% | 0.00% | – |
| Q4 2013 | $209,000 | +29.8% | 1,695 | +19.0% | 0.00% | – |
| Q3 2013 | $161,000 | -60.1% | 1,424 | -61.5% | 0.00% | – |
| Q2 2013 | $404,000 | – | 3,695 | – | 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% |