ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 365 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $3,037 | -94.4% | 43 | -93.9% | 0.00% | -100.0% |
| Q1 2022 | $54,000 | -92.5% | 706 | -92.6% | 0.00% | -93.3% |
| Q4 2021 | $724,000 | +12.4% | 9,483 | +4.4% | 0.04% | 0.0% |
| Q3 2021 | $644,000 | +7.7% | 9,081 | +9.3% | 0.04% | +12.5% |
| Q2 2021 | $598,000 | +56.1% | 8,311 | +49.5% | 0.04% | +48.1% |
| Q1 2021 | $383,000 | +372.8% | 5,560 | +325.4% | 0.03% | +285.7% |
| Q4 2020 | $81,000 | -92.8% | 1,307 | -94.0% | 0.01% | -92.3% |
| Q2 2020 | $1,129,000 | +37533.3% | 21,608 | +34751.6% | 0.09% | – |
| Q1 2020 | $3,000 | -72.7% | 62 | -63.3% | 0.00% | -100.0% |
| Q4 2019 | $11,000 | -52.2% | 169 | -57.9% | 0.00% | -50.0% |
| Q3 2019 | $23,000 | +130.0% | 401 | +137.3% | 0.00% | +100.0% |
| Q2 2019 | $10,000 | +11.1% | 169 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $9,000 | +12.5% | 169 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $8,000 | – | 169 | – | 0.00% | – |
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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% |