ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 251 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $373,000 | -51.6% | 4,864 | -60.1% | 0.00% | -100.0% |
| Q4 2019 | $770,000 | -80.7% | 12,188 | -85.0% | 0.00% | -83.3% |
| Q4 2018 | $3,986,000 | +332.3% | 81,195 | +388.1% | 0.01% | +500.0% |
| Q4 2017 | $922,000 | -63.8% | 16,634 | -65.8% | 0.00% | -66.7% |
| Q3 2017 | $2,548,000 | +2.8% | 48,658 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $2,479,000 | +0.9% | 48,658 | -0.1% | 0.00% | 0.0% |
| Q1 2017 | $2,458,000 | -9.7% | 48,696 | -12.1% | 0.00% | -25.0% |
| Q4 2016 | $2,721,000 | +21.2% | 55,374 | +13.7% | 0.00% | +33.3% |
| Q3 2016 | $2,245,000 | +3.0% | 48,696 | +200.0% | 0.00% | 0.0% |
| Q2 2016 | $2,179,000 | +4.3% | 16,232 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $2,090,000 | -44.0% | 16,232 | -44.6% | 0.00% | -40.0% |
| Q4 2015 | $3,731,000 | – | 29,288 | – | 0.01% | – |
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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% |