ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 262 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $66,402 | -99.9% | 900 | 0.0% | 0.05% | +12.8% |
| Q2 2022 | $60,192,000 | -11.8% | 900 | 0.0% | 0.05% | +11.9% |
| Q1 2022 | $68,283,000 | -0.6% | 900 | 0.0% | 0.04% | +5.0% |
| Q4 2021 | $68,706,000 | +7.7% | 900 | 0.0% | 0.04% | -4.8% |
| Q3 2021 | $63,792,000 | -1.5% | 900 | 0.0% | 0.04% | +2.4% |
| Q2 2021 | $64,764,000 | +4.4% | 900 | 0.0% | 0.04% | +2.5% |
| Q1 2021 | $62,010,000 | +3.9% | 900 | -6.2% | 0.04% | -9.1% |
| Q4 2020 | $59,702,000 | +14.6% | 960 | 0.0% | 0.04% | 0.0% |
| Q3 2020 | $52,118,000 | +3.9% | 960 | 0.0% | 0.04% | -6.4% |
| Q2 2020 | $50,140,000 | +13.1% | 960 | 0.0% | 0.05% | -4.1% |
| Q1 2020 | $44,332,000 | -26.7% | 960 | 0.0% | 0.05% | +6.5% |
| Q4 2019 | $60,499,000 | +9.0% | 960 | 0.0% | 0.05% | +7.0% |
| Q3 2019 | $55,488,000 | +2.0% | 960 | 0.0% | 0.04% | -6.5% |
| Q2 2019 | $54,384,000 | – | 960 | – | 0.05% | – |
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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% |