ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 536 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $607,974 | -6.8% | 8,148 | -2.3% | 0.04% | -2.3% |
Q2 2023 | $652,501 | +6.1% | 8,338 | +0.0% | 0.04% | +2.4% |
Q1 2023 | $615,104 | +4.5% | 8,337 | 0.0% | 0.04% | 0.0% |
Q4 2022 | $588,842 | -2.2% | 8,337 | -13.3% | 0.04% | -6.7% |
Q3 2022 | $602,000 | -6.4% | 9,619 | 0.0% | 0.04% | -4.3% |
Q2 2022 | $643,000 | -24.1% | 9,619 | -13.9% | 0.05% | -17.5% |
Q1 2022 | $847,000 | – | 11,170 | – | 0.06% | – |
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% |