ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 186 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2018 | $2,010,000 | -2.8% | 37,847 | +1.5% | 1.30% | +1.2% |
Q4 2017 | $2,067,000 | +11.0% | 37,303 | +4.8% | 1.28% | +3.9% |
Q3 2017 | $1,863,000 | +9.6% | 35,592 | +6.6% | 1.23% | +6.1% |
Q2 2017 | $1,700,000 | -45.1% | 33,386 | -45.6% | 1.16% | -48.5% |
Q1 2017 | $3,097,000 | -28.4% | 61,360 | -30.3% | 2.25% | -37.8% |
Q4 2016 | $4,324,000 | – | 88,003 | – | 3.62% | – |
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% |