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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $517,117 | +45.6% | 6,930 | +52.7% | 0.01% | +60.0% |
| Q2 2023 | $355,144 | +6.1% | 4,538 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $334,814 | +1997.6% | 4,538 | +1908.0% | 0.01% | – |
| Q4 2022 | $15,962 | +14.0% | 226 | 0.0% | 0.00% | – |
| Q3 2022 | $14,000 | -6.7% | 226 | 0.0% | 0.00% | – |
| Q2 2022 | $15,000 | +275.0% | 226 | +213.9% | 0.00% | – |
| Q1 2019 | $4,000 | -97.8% | 72 | -94.7% | 0.00% | -100.0% |
| Q4 2014 | $186,000 | – | 1,363 | – | 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% |