ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 264 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $303,000 | -52.0% | 5,794 | -57.6% | 0.38% | -54.8% |
| Q1 2020 | $631,000 | +38.1% | 13,665 | +88.4% | 0.85% | +117.7% |
| Q4 2019 | $457,000 | +10.7% | 7,253 | +1.4% | 0.39% | -9.3% |
| Q3 2019 | $413,000 | +22.9% | 7,152 | +20.7% | 0.43% | +43.0% |
| Q2 2019 | $336,000 | +0.3% | 5,923 | -2.9% | 0.30% | -11.2% |
| Q1 2019 | $335,000 | +20.1% | 6,102 | +7.2% | 0.34% | +2.4% |
| Q4 2018 | $279,000 | – | 5,690 | – | 0.33% | – |
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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% |