ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 141 filers reported holding ISHARES TR in Q2 2017. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $226,439 | +3.5% | 3,069 | -1.0% | 0.02% | -9.5% |
| Q4 2022 | $218,850 | +5.7% | 3,099 | +0.0% | 0.02% | -12.5% |
| Q2 2022 | $207,000 | -17.9% | 3,098 | -6.6% | 0.02% | -7.7% |
| Q1 2022 | $252,000 | +12.5% | 3,317 | +13.1% | 0.03% | +13.0% |
| Q4 2021 | $224,000 | +7.7% | 2,932 | 0.0% | 0.02% | +9.5% |
| Q3 2021 | $208,000 | -1.4% | 2,932 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $211,000 | +4.5% | 2,932 | +0.0% | 0.02% | 0.0% |
| Q1 2021 | $202,000 | +5.8% | 2,931 | -13.5% | 0.02% | -51.2% |
| Q3 2018 | $191,000 | -13.2% | 3,390 | -18.3% | 0.04% | -17.3% |
| Q1 2018 | $220,000 | +4.8% | 4,148 | +9.3% | 0.05% | +2.0% |
| Q4 2017 | $210,000 | +32.1% | 3,794 | +24.8% | 0.05% | +24.4% |
| Q3 2017 | $159,000 | +6.0% | 3,040 | +3.4% | 0.04% | -2.4% |
| Q2 2017 | $150,000 | – | 2,940 | – | 0.04% | – |
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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% |