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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,134 | -97.5% | 42 | -97.9% | 0.00% | -100.0% |
| Q4 2020 | $125,000 | +14.7% | 2,005 | 0.0% | 0.04% | +2.6% |
| Q3 2020 | $109,000 | +137.0% | 2,005 | +150.3% | 0.04% | +192.3% |
| Q3 2019 | $46,000 | +7.0% | 801 | +4.4% | 0.01% | 0.0% |
| Q2 2019 | $43,000 | -34.8% | 767 | -36.2% | 0.01% | -35.0% |
| Q1 2019 | $66,000 | +100.0% | 1,202 | +79.7% | 0.02% | +81.8% |
| Q4 2018 | $33,000 | -28.3% | 669 | -18.6% | 0.01% | -26.7% |
| Q3 2018 | $46,000 | +4.5% | 822 | 0.0% | 0.02% | -31.8% |
| Q2 2018 | $44,000 | +2.3% | 822 | +1.4% | 0.02% | -4.3% |
| Q1 2018 | $43,000 | -4.4% | 811 | -0.6% | 0.02% | -8.0% |
| Q4 2017 | $45,000 | – | 816 | – | 0.02% | – |
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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% |