ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 337 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $25,000 | +8.7% | 324 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $23,000 | 0.0% | 324 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $23,000 | -37.8% | 324 | -38.9% | 0.01% | -45.5% |
| Q1 2021 | $37,000 | +12.1% | 530 | 0.0% | 0.01% | +10.0% |
| Q4 2020 | $33,000 | +13.8% | 530 | 0.0% | 0.01% | +66.7% |
| Q3 2020 | $29,000 | +3.6% | 530 | 0.0% | 0.01% | -45.5% |
| Q2 2020 | $28,000 | -3.4% | 530 | -15.3% | 0.01% | -21.4% |
| Q1 2020 | $29,000 | -78.8% | 626 | -71.2% | 0.01% | -74.5% |
| Q4 2019 | $137,000 | -79.5% | 2,174 | -81.2% | 0.06% | -75.9% |
| Q3 2019 | $668,000 | -55.2% | 11,551 | -56.1% | 0.23% | -61.7% |
| Q2 2019 | $1,490,000 | -3.2% | 26,303 | -6.3% | 0.60% | -7.6% |
| Q1 2019 | $1,539,000 | -9.5% | 28,074 | -19.0% | 0.64% | -22.9% |
| Q4 2018 | $1,701,000 | – | 34,642 | – | 0.84% | – |
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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% |