BTC Capital Management, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 392 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
BTC Capital Management, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$383,547
-4.7%
5,1400.0%0.04%
+2.3%
Q2 2023$402,256
+6.1%
5,1400.0%0.04%
-2.3%
Q1 2023$379,229
+4.5%
5,1400.0%0.04%0.0%
Q4 2022$363,038
+12.7%
5,1400.0%0.04%
+4.8%
Q3 2022$322,000
-6.4%
5,1400.0%0.04%0.0%
Q2 2022$344,000
-11.8%
5,1400.0%0.04%
+7.7%
Q1 2022$390,000
-0.5%
5,1400.0%0.04%0.0%
Q4 2021$392,000
+7.7%
5,1400.0%0.04%
-4.9%
Q3 2021$364,000
-1.6%
5,1400.0%0.04%
-2.4%
Q2 2021$370,000
+4.5%
5,1400.0%0.04%
+5.0%
Q1 2021$354,000
+10.6%
5,1400.0%0.04%
+5.3%
Q4 2020$320,000
+14.7%
5,1400.0%0.04%
-2.6%
Q3 2020$279,000
+4.1%
5,1400.0%0.04%
-4.9%
Q2 2020$268,000
+13.1%
5,1400.0%0.04%
-8.9%
Q1 2020$237,000
-26.9%
5,1400.0%0.04%
-2.2%
Q4 2019$324,000
+9.1%
5,1400.0%0.05%
-2.1%
Q3 2019$297,000
+2.1%
5,1400.0%0.05%0.0%
Q2 2019$291,000
+3.2%
5,1400.0%0.05%
+4.4%
Q1 2019$282,000
+11.9%
5,1400.0%0.04%0.0%
Q4 2018$252,000
-13.1%
5,1400.0%0.04%
-10.0%
Q3 2018$290,000
+6.2%
5,1400.0%0.05%
+11.1%
Q1 2018$273,0005,1400.04%
Other shareholders
ISHARES TR shareholders Q1 2021
NameSharesValueWeighting ↓
SOUTHERN CAPITAL ADVISORS, LLC 242,198$15,164,00012.40%
ForthRight Wealth Management, LLC 304,753$19,081,00011.19%
COREPATH WEALTH PARTNERS LLC 217,867$14,179,00010.53%
IRONWOOD WEALTH MANAGEMENT, INC. 215,784$13,802,0009.92%
Madison Wealth Partners, Inc 198,124$12,405,0008.11%
GDS Wealth Management 579,599$36,289,0008.08%
HANTZ FINANCIAL SERVICES, INC. 328,692$20,579,0008.05%
Drake & Associates, LLC 218,039$13,651,0007.77%
Financial Council, LLC 107,188$6,711,0007.75%
SIGNATUREFD, LLC 3,605,089$225,715,0007.73%
View complete list of ISHARES TR shareholders