ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 264 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $482,000 | -27.3% | 7,644 | -33.4% | 0.25% | -32.0% |
| Q3 2019 | $663,000 | -14.7% | 11,469 | -16.3% | 0.36% | -12.6% |
| Q2 2019 | $777,000 | +3.3% | 13,707 | 0.0% | 0.41% | +2.5% |
| Q1 2019 | $752,000 | +11.9% | 13,707 | +0.1% | 0.40% | -1.5% |
| Q4 2018 | $672,000 | -14.3% | 13,689 | -1.6% | 0.41% | -2.6% |
| Q3 2018 | $784,000 | +2.3% | 13,908 | -2.5% | 0.42% | -3.2% |
| Q2 2018 | $766,000 | +1.1% | 14,265 | 0.0% | 0.44% | -11.0% |
| Q1 2018 | $758,000 | -4.3% | 14,265 | -0.3% | 0.49% | -2.2% |
| Q4 2017 | $792,000 | +5.7% | 14,301 | 0.0% | 0.50% | +3.7% |
| Q3 2017 | $749,000 | +2.9% | 14,301 | 0.0% | 0.48% | -2.4% |
| Q2 2017 | $728,000 | +0.8% | 14,301 | 0.0% | 0.49% | -4.8% |
| Q1 2017 | $722,000 | +2.3% | 14,301 | -0.5% | 0.52% | -4.9% |
| Q4 2016 | $706,000 | +6.3% | 14,376 | -0.2% | 0.55% | +4.6% |
| Q3 2016 | $664,000 | +3.1% | 14,398 | +200.0% | 0.52% | +0.8% |
| Q2 2016 | $644,000 | +11.6% | 4,800 | +7.1% | 0.52% | +12.9% |
| Q1 2016 | $577,000 | +6.5% | 4,482 | 0.0% | 0.46% | -3.4% |
| Q4 2015 | $542,000 | – | 4,482 | – | 0.48% | – |
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% |