ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 408 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $90,000 | -2.2% | 1,275 | 0.0% | 0.02% | -10.7% |
| Q2 2021 | $92,000 | +4.5% | 1,275 | 0.0% | 0.03% | 0.0% |
| Q1 2021 | $88,000 | +11.4% | 1,275 | 0.0% | 0.03% | +7.7% |
| Q4 2020 | $79,000 | +14.5% | 1,275 | 0.0% | 0.03% | +4.0% |
| Q3 2020 | $69,000 | +3.0% | 1,275 | 0.0% | 0.02% | 0.0% |
| Q2 2020 | $67,000 | +13.6% | 1,275 | 0.0% | 0.02% | -3.8% |
| Q1 2020 | $59,000 | -26.2% | 1,275 | 0.0% | 0.03% | -10.3% |
| Q4 2019 | $80,000 | +8.1% | 1,275 | 0.0% | 0.03% | +3.6% |
| Q3 2019 | $74,000 | +2.8% | 1,275 | 0.0% | 0.03% | 0.0% |
| Q2 2019 | $72,000 | +2.9% | 1,275 | 0.0% | 0.03% | 0.0% |
| Q1 2019 | $70,000 | +11.1% | 1,275 | 0.0% | 0.03% | 0.0% |
| Q4 2018 | $63,000 | -12.5% | 1,275 | 0.0% | 0.03% | +3.7% |
| Q3 2018 | $72,000 | +5.9% | 1,275 | 0.0% | 0.03% | -3.6% |
| Q2 2018 | $68,000 | 0.0% | 1,275 | 0.0% | 0.03% | 0.0% |
| Q1 2018 | $68,000 | -4.2% | 1,275 | 0.0% | 0.03% | -3.4% |
| Q4 2017 | $71,000 | +6.0% | 1,275 | 0.0% | 0.03% | +3.6% |
| Q3 2017 | $67,000 | +3.1% | 1,275 | 0.0% | 0.03% | +3.7% |
| Q2 2017 | $65,000 | +1.6% | 1,275 | 0.0% | 0.03% | -3.6% |
| Q1 2017 | $64,000 | +1.6% | 1,275 | 0.0% | 0.03% | -3.4% |
| Q4 2016 | $63,000 | +6.8% | 1,275 | 0.0% | 0.03% | +7.4% |
| Q3 2016 | $59,000 | +3.5% | 1,275 | +200.0% | 0.03% | 0.0% |
| Q2 2016 | $57,000 | +850.0% | 425 | +750.0% | 0.03% | +800.0% |
| Q4 2015 | $6,000 | -14.3% | 50 | 0.0% | 0.00% | 0.0% |
| Q1 2015 | $7,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% |
| Q4 2014 | $7,000 | – | 50 | – | 0.00% | – |
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% |