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 | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $464,000 | +53.6% | 6,731 | +38.5% | 0.03% | 0.0% |
| Q4 2020 | $302,000 | +6.0% | 4,861 | -7.6% | 0.03% | -3.7% |
| Q3 2020 | $285,000 | -11.8% | 5,259 | -14.9% | 0.03% | -12.9% |
| Q2 2020 | $323,000 | +17.0% | 6,177 | +3.2% | 0.03% | -6.1% |
| Q1 2020 | $276,000 | -25.4% | 5,987 | +2.1% | 0.03% | 0.0% |
| Q4 2019 | $370,000 | -47.1% | 5,866 | -51.6% | 0.03% | -51.5% |
| Q3 2019 | $700,000 | +66.3% | 12,113 | +63.2% | 0.07% | +61.9% |
| Q2 2019 | $421,000 | -37.3% | 7,424 | -39.4% | 0.04% | -41.7% |
| Q1 2019 | $671,000 | +36.4% | 12,241 | +22.0% | 0.07% | +14.3% |
| Q4 2018 | $492,000 | -8.0% | 10,031 | +5.7% | 0.06% | +3.3% |
| Q3 2018 | $535,000 | – | 9,486 | – | 0.06% | – |
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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% |