ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 556 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,509,923 | -4.7% | 33,636 | 0.0% | 1.14% | -11.7% |
| Q2 2023 | $2,632,358 | +6.4% | 33,636 | +0.3% | 1.30% | +1.0% |
| Q1 2023 | $2,474,809 | +4.5% | 33,543 | +0.0% | 1.28% | +2.6% |
| Q4 2022 | $2,368,578 | -3.4% | 33,535 | -14.4% | 1.25% | -7.3% |
| Q3 2022 | $2,453,000 | -5.7% | 39,171 | +0.7% | 1.35% | +3.9% |
| Q2 2022 | $2,601,000 | -15.2% | 38,891 | -3.8% | 1.30% | +2.6% |
| Q1 2022 | $3,068,000 | +2.0% | 40,444 | +2.6% | 1.26% | -5.0% |
| Q4 2021 | $3,009,000 | +62.5% | 39,417 | +50.9% | 1.33% | +33.9% |
| Q3 2021 | $1,852,000 | -34.6% | 26,128 | -33.6% | 0.99% | -35.1% |
| Q2 2021 | $2,831,000 | +4.8% | 39,346 | +0.4% | 1.53% | -17.2% |
| Q1 2021 | $2,701,000 | +14.4% | 39,208 | +3.3% | 1.85% | -9.9% |
| Q4 2020 | $2,361,000 | – | 37,963 | – | 2.05% | – |
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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% |