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 | $236 | -4.5% | 3 | 0.0% | 0.00% | – |
| Q2 2023 | $247 | +6.5% | 3 | 0.0% | 0.00% | – |
| Q1 2023 | $232 | -98.7% | 3 | -98.8% | 0.00% | -100.0% |
| Q2 2021 | $18,000 | +5.9% | 250 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $17,000 | -73.8% | 250 | -76.2% | 0.00% | -71.4% |
| Q4 2020 | $65,000 | +14.0% | 1,050 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $57,000 | +3.6% | 1,050 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $55,000 | +14.6% | 1,050 | 0.0% | 0.01% | -12.5% |
| Q1 2020 | $48,000 | -27.3% | 1,050 | 0.0% | 0.01% | 0.0% |
| Q4 2019 | $66,000 | +1000.0% | 1,050 | +775.0% | 0.01% | +700.0% |
| Q4 2016 | $6,000 | 0.0% | 120 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $6,000 | +20.0% | 120 | +200.0% | 0.00% | 0.0% |
| Q2 2016 | $5,000 | 0.0% | 40 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $5,000 | 0.0% | 40 | 0.0% | 0.00% | 0.0% |
| Q4 2015 | $5,000 | 0.0% | 40 | 0.0% | 0.00% | 0.0% |
| Q3 2015 | $5,000 | 0.0% | 40 | 0.0% | 0.00% | 0.0% |
| Q2 2015 | $5,000 | 0.0% | 40 | 0.0% | 0.00% | 0.0% |
| Q1 2015 | $5,000 | 0.0% | 40 | 0.0% | 0.00% | 0.0% |
| Q4 2014 | $5,000 | 0.0% | 40 | 0.0% | 0.00% | 0.0% |
| Q3 2014 | $5,000 | 0.0% | 40 | 0.0% | 0.00% | 0.0% |
| Q2 2014 | $5,000 | – | 40 | – | 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% |