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 2018 | $487,000 | +17.3% | 8,633 | +11.7% | 0.00% | – |
| Q2 2018 | $415,000 | +3.8% | 7,727 | +2.6% | 0.00% | – |
| Q1 2018 | $400,000 | +40.8% | 7,532 | +46.7% | 0.00% | – |
| Q4 2017 | $284,000 | +44.9% | 5,134 | +36.8% | 0.00% | – |
| Q3 2017 | $196,000 | +71.9% | 3,753 | +67.5% | 0.00% | – |
| Q2 2017 | $114,000 | +322.2% | 2,240 | +1020.0% | 0.00% | – |
| Q4 2014 | $27,000 | +3.8% | 200 | 0.0% | 0.00% | – |
| Q3 2014 | $26,000 | -3.7% | 200 | 0.0% | 0.00% | – |
| Q2 2014 | $27,000 | +8.0% | 200 | 0.0% | 0.00% | – |
| Q1 2014 | $25,000 | 0.0% | 200 | 0.0% | 0.00% | – |
| Q4 2013 | $25,000 | – | 200 | – | 0.00% | – |
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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% |