ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 472 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $11,290 | +0.2% | 151,296 | +5.1% | 0.98% | -0.5% |
| Q2 2023 | $11,264 | +7.7% | 143,926 | +1.6% | 0.99% | +17.8% |
| Q1 2023 | $10,454 | +1.1% | 141,687 | -3.3% | 0.84% | -14.0% |
| Q4 2022 | $10,344 | -99.9% | 146,448 | +24.4% | 0.97% | +35.3% |
| Q3 2022 | $7,373,000 | +12.6% | 117,764 | +20.2% | 0.72% | +11.3% |
| Q2 2022 | $6,550,000 | +4.3% | 97,933 | +18.3% | 0.65% | +30.5% |
| Q1 2022 | $6,279,000 | +845.6% | 82,763 | +851.6% | 0.50% | +890.0% |
| Q4 2021 | $664,000 | +206.0% | 8,697 | +184.0% | 0.05% | +177.8% |
| Q3 2021 | $217,000 | +104.7% | 3,062 | +55.3% | 0.02% | +20.0% |
| Q2 2018 | $106,000 | – | 1,972 | – | 0.02% | – |
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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% |