ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 392 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $952,000 | +107.9% | 13,431 | +110.9% | 0.00% | – |
| Q2 2021 | $458,000 | -94.8% | 6,368 | -95.1% | 0.00% | -100.0% |
| Q1 2021 | $8,890,000 | -83.4% | 129,026 | -86.9% | 0.01% | -86.8% |
| Q3 2020 | $53,454,000 | +62.8% | 984,604 | +56.7% | 0.04% | +52.0% |
| Q2 2020 | $32,828,000 | -47.3% | 628,526 | -53.4% | 0.02% | -56.1% |
| Q1 2020 | $62,325,000 | +42.5% | 1,349,607 | +94.5% | 0.06% | +78.1% |
| Q4 2019 | $43,733,000 | +7.6% | 693,947 | -1.3% | 0.03% | -3.0% |
| Q3 2019 | $40,637,000 | +2.4% | 703,057 | +0.4% | 0.03% | 0.0% |
| Q2 2019 | $39,671,000 | +55.6% | 700,287 | +50.6% | 0.03% | +50.0% |
| Q1 2019 | $25,492,000 | -16.3% | 464,933 | -25.1% | 0.02% | -26.7% |
| Q4 2018 | $30,452,000 | -77.4% | 620,338 | -74.1% | 0.03% | -74.6% |
| Q3 2018 | $135,005,000 | – | 2,394,547 | – | 0.12% | – |
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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% |