ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 472 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2023 | $48,052 | +6.1% | 614 | 0.0% | 0.01% | +40.0% |
Q1 2023 | $45,301 | -89.5% | 614 | -89.2% | 0.01% | -83.3% |
Q4 2022 | $433,478 | +64.2% | 5,679 | +54.8% | 0.03% | +66.7% |
Q1 2022 | $264,000 | -6.7% | 3,669 | -2.8% | 0.02% | -5.3% |
Q4 2021 | $283,000 | +0.7% | 3,774 | 0.0% | 0.02% | 0.0% |
Q3 2021 | $281,000 | +0.7% | 3,774 | 0.0% | 0.02% | -5.0% |
Q2 2021 | $279,000 | +15.3% | 3,774 | +12.5% | 0.02% | +5.3% |
Q1 2021 | $242,000 | +10.5% | 3,354 | -2.1% | 0.02% | 0.0% |
Q4 2020 | $219,000 | – | 3,426 | – | 0.02% | – |
Download |
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% |