ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 623 filers reported holding ISHARES TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $3,523,702 | – | 39,983 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Family Firm, Inc. | 255,030 | $43,943,000 | 15.92% |
| Balentine LLC | 3,588,401 | $202,314,000 | 14.16% |
| Summit Rock Advisors, LP | 211,818 | $11,942,000 | 13.14% |
| Avidian Wealth Enterprises, LLC | 423,459 | $23,875,000 | 7.47% |
| Miller Investment Management, LP | 289,931 | $16,346,000 | 4.95% |
| ASPIRIANT, LLC | 905,540 | $51,056,000 | 4.36% |
| Peak Capital Management LLC | 101,408 | $5,518,000 | 4.06% |
| Steinberg Global Asset Management | 348,011 | $19,621,000 | 2.78% |
| BIEGEL & WALLER LLC | 82,544 | $4,654,000 | 2.69% |
| Integrated Wealth Concepts LLC | 136,307 | $7,712,000 | 2.33% |