ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 550 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $3,604,173 | +293160.6% | 48,300 | +192.2% | 0.02% | +90.0% |
Q4 2022 | $1,229 | -99.9% | 16,532 | -0.1% | 0.01% | +11.1% |
Q3 2022 | $1,111,000 | -1.9% | 16,545 | 0.0% | 0.01% | 0.0% |
Q2 2022 | $1,133,000 | -61.2% | 16,545 | -56.2% | 0.01% | -57.1% |
Q1 2022 | $2,918,000 | +4.9% | 37,813 | +0.2% | 0.02% | +5.0% |
Q4 2021 | $2,783,000 | -5.6% | 37,746 | -4.4% | 0.02% | +11.1% |
Q3 2021 | $2,949,000 | +250.2% | 39,500 | +240.0% | 0.02% | +260.0% |
Q2 2021 | $842,000 | +5.1% | 11,619 | +3.2% | 0.01% | 0.0% |
Q1 2021 | $801,000 | +34.4% | 11,263 | +20.0% | 0.01% | +25.0% |
Q4 2020 | $596,000 | +31.9% | 9,389 | +17.5% | 0.00% | +33.3% |
Q3 2020 | $452,000 | +3.4% | 7,990 | 0.0% | 0.00% | 0.0% |
Q2 2020 | $437,000 | -5.4% | 7,990 | -13.6% | 0.00% | -25.0% |
Q1 2020 | $462,000 | -20.1% | 9,250 | -0.2% | 0.00% | 0.0% |
Q4 2019 | $578,000 | +6.1% | 9,264 | +0.2% | 0.00% | 0.0% |
Q3 2019 | $545,000 | +3.0% | 9,250 | 0.0% | 0.00% | 0.0% |
Q2 2019 | $529,000 | -2.6% | 9,250 | -4.4% | 0.00% | 0.0% |
Q1 2019 | $543,000 | -26.0% | 9,675 | -30.8% | 0.00% | -33.3% |
Q4 2018 | $734,000 | +23.6% | 13,989 | +16.5% | 0.01% | +20.0% |
Q4 2016 | $594,000 | -74.2% | 12,012 | -37.6% | 0.01% | -78.3% |
Q4 2015 | $2,306,000 | +544.1% | 19,260 | +553.5% | 0.02% | +666.7% |
Q3 2015 | $358,000 | -54.9% | 2,947 | -50.0% | 0.00% | 0.0% |
Q2 2015 | $794,000 | +99.5% | 5,894 | +100.0% | 0.00% | 0.0% |
Q1 2015 | $398,000 | -57.7% | 2,947 | -57.2% | 0.00% | -25.0% |
Q4 2014 | $940,000 | +144.8% | 6,884 | +133.6% | 0.00% | +33.3% |
Q3 2014 | $384,000 | – | 2,947 | – | 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% |