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 | $370,013 | 0.0% | 4,728 | 0.0% | 0.01% | 0.0% |
Q2 2023 | $370,013 | +2.8% | 4,728 | -3.1% | 0.01% | -11.1% |
Q1 2023 | $359,899 | +1.3% | 4,878 | -3.0% | 0.01% | 0.0% |
Q4 2022 | $355,128 | +8.9% | 5,028 | -3.5% | 0.01% | 0.0% |
Q3 2022 | $326,000 | -6.6% | 5,211 | 0.0% | 0.01% | 0.0% |
Q2 2022 | $349,000 | -7.7% | 5,211 | +4.5% | 0.01% | +12.5% |
Q1 2022 | $378,000 | -2.6% | 4,987 | -2.0% | 0.01% | 0.0% |
Q4 2021 | $388,000 | +7.5% | 5,087 | 0.0% | 0.01% | 0.0% |
Q3 2021 | $361,000 | – | 5,087 | – | 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% |