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 2023 | $222,368 | +90.7% | 2,980 | +100.0% | 0.01% | -14.3% |
| Q2 2023 | $116,608 | +6.1% | 1,490 | 0.0% | 0.01% | -12.5% |
| Q1 2023 | $109,933 | +4.5% | 1,490 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $105,239 | +13.2% | 1,490 | 0.0% | 0.01% | -11.1% |
| Q3 2022 | $93,000 | +365.0% | 1,490 | +396.7% | 0.01% | +350.0% |
| Q2 2022 | $20,000 | -82.3% | 300 | -79.9% | 0.00% | -75.0% |
| Q1 2022 | $113,000 | -0.9% | 1,490 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $114,000 | +7.5% | 1,490 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $106,000 | -0.9% | 1,490 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $107,000 | +3.9% | 1,490 | 0.0% | 0.01% | -11.1% |
| Q1 2021 | $103,000 | +39.2% | 1,490 | +25.2% | 0.01% | +28.6% |
| Q4 2020 | $74,000 | +13.8% | 1,190 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $65,000 | +4.8% | 1,190 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $62,000 | +12.7% | 1,190 | 0.0% | 0.01% | -12.5% |
| Q1 2020 | $55,000 | -95.8% | 1,190 | -95.1% | 0.01% | -95.6% |
| Q1 2019 | $1,324,000 | +11.7% | 24,149 | 0.0% | 0.18% | -1.1% |
| Q4 2018 | $1,185,000 | – | 24,149 | – | 0.18% | – |
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% |