ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 473 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $18,352,491 | +19.1% | 245,946 | +24.9% | 0.58% | +9.3% |
Q2 2023 | $15,412,133 | +68.9% | 196,935 | +59.3% | 0.53% | +45.5% |
Q1 2023 | $9,122,310 | +56.5% | 123,642 | +49.8% | 0.36% | +23.1% |
Q4 2022 | $5,828,038 | +13.4% | 82,515 | +0.5% | 0.30% | -1.0% |
Q3 2022 | $5,140,000 | -7.7% | 82,100 | -1.4% | 0.30% | -6.3% |
Q2 2022 | $5,566,000 | – | 83,224 | – | 0.32% | – |
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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% |