ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 94 filers reported holding ISHARES TR in Q4 2014. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $1,273,000 | +249.7% | 20,469 | +159.8% | 0.22% | +157.1% |
| Q1 2020 | $364,000 | -81.8% | 7,879 | -75.2% | 0.08% | -69.8% |
| Q4 2019 | $2,005,000 | -79.1% | 31,808 | -83.7% | 0.28% | -57.2% |
| Q4 2018 | $9,605,000 | +4004.7% | 195,661 | +4386.6% | 0.65% | +5809.1% |
| Q2 2018 | $234,000 | -93.7% | 4,361 | -93.5% | 0.01% | -93.3% |
| Q4 2017 | $3,701,000 | +420.5% | 66,803 | +392.1% | 0.16% | +382.4% |
| Q3 2017 | $711,000 | -71.5% | 13,574 | -73.2% | 0.03% | -69.6% |
| Q4 2016 | $2,492,000 | -84.6% | 50,723 | -60.1% | 0.11% | -82.6% |
| Q4 2015 | $16,204,000 | +871.5% | 127,201 | +827.3% | 0.64% | +975.0% |
| Q3 2015 | $1,668,000 | -91.0% | 13,718 | -89.8% | 0.06% | -89.2% |
| Q4 2014 | $18,438,000 | +803.8% | 135,084 | +717.0% | 0.55% | +566.3% |
| Q4 2013 | $2,040,000 | +729.3% | 16,535 | +634.9% | 0.08% | +654.5% |
| Q2 2013 | $246,000 | – | 2,250 | – | 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% |