ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 365 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $422,746 | +4257.8% | 5,013 | +3756.2% | 0.05% | +2450.0% |
| Q3 2023 | $9,701 | -20.5% | 130 | -16.7% | 0.00% | 0.0% |
| Q2 2023 | $12,209 | -41.5% | 156 | -44.9% | 0.00% | -33.3% |
| Q1 2023 | $20,880 | +71900.0% | 283 | -30.1% | 0.00% | -40.0% |
| Q4 2022 | $29 | -99.9% | 405 | -39.4% | 0.01% | -28.6% |
| Q3 2022 | $42,000 | -20.8% | 668 | -15.3% | 0.01% | -22.2% |
| Q2 2022 | $53,000 | -11.7% | 789 | -0.1% | 0.01% | +12.5% |
| Q1 2022 | $60,000 | 0.0% | 790 | 0.0% | 0.01% | -27.3% |
| Q4 2021 | $60,000 | +7.1% | 790 | 0.0% | 0.01% | +10.0% |
| Q3 2021 | $56,000 | +3.7% | 790 | 0.0% | 0.01% | +11.1% |
| Q1 2021 | $54,000 | +10.2% | 790 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $49,000 | – | 790 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Family Firm, Inc. | 253,059 | $43,617,000 | 15.41% |
| Tennessee Valley Asset Management Partners | 349,221 | $19,783,000 | 14.96% |
| Avidian Wealth Solutions, LLC | 689,098 | $39,037,000 | 9.23% |
| Balentine LLC | 2,584,154 | $146,392,000 | 8.82% |
| ERTS Wealth Advisors, LLC | 196,153 | $11,112,000 | 6.13% |
| Fortis Advisors, LLC | 205,822 | $11,660,000 | 5.66% |
| ASPIRIANT, LLC | 919,447 | $52,081,000 | 4.34% |
| Miller Investment Management, LP | 281,871 | $15,968,000 | 3.65% |
| BIEGEL & WALLER LLC | 91,087 | $5,160,000 | 2.64% |
| SENTINEL TRUST CO LBA | 148,040 | $8,386,000 | 2.31% |