ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 470 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $960,000 | -17.5% | 15,330 | 0.0% | 0.09% | +8.4% |
| Q1 2022 | $1,163,000 | +0.9% | 15,330 | -26.4% | 0.08% | -68.8% |
| Q4 2017 | $1,153,000 | +5.8% | 20,820 | 0.0% | 0.27% | +3.9% |
| Q3 2017 | $1,090,000 | +2.7% | 20,820 | 0.0% | 0.26% | +5.8% |
| Q2 2017 | $1,061,000 | +57.4% | 20,820 | +56.0% | 0.24% | +58.2% |
| Q1 2017 | $674,000 | +9.6% | 13,345 | 0.0% | 0.15% | +13.3% |
| Q3 2016 | $615,000 | +3.0% | 13,345 | +200.0% | 0.14% | +1.5% |
| Q2 2016 | $597,000 | +4.2% | 4,448 | 0.0% | 0.13% | +6.4% |
| Q1 2016 | $573,000 | +1.1% | 4,448 | 0.0% | 0.12% | +10.6% |
| Q4 2015 | $567,000 | +4.8% | 4,448 | 0.0% | 0.11% | -5.0% |
| Q3 2015 | $541,000 | -9.8% | 4,448 | 0.0% | 0.12% | -16.8% |
| Q2 2015 | $600,000 | +0.2% | 4,448 | +0.2% | 0.14% | -14.9% |
| Q1 2015 | $599,000 | -1.0% | 4,441 | +0.2% | 0.17% | -2.9% |
| Q4 2014 | $605,000 | +4.9% | 4,434 | +0.2% | 0.17% | -18.0% |
| Q3 2014 | $577,000 | -1.5% | 4,427 | +0.1% | 0.21% | 0.0% |
| Q2 2014 | $586,000 | +5.0% | 4,421 | +0.1% | 0.21% | -1.9% |
| Q1 2014 | $558,000 | +2.4% | 4,415 | 0.0% | 0.22% | +2.4% |
| Q4 2013 | $545,000 | +13.3% | 4,415 | +0.5% | 0.21% | +6.6% |
| Q3 2013 | $481,000 | 0.0% | 4,394 | 0.0% | 0.20% | 0.0% |
| Q2 2013 | $481,000 | +3.2% | 4,394 | +0.2% | 0.20% | +0.5% |
| Q1 2013 | $466,000 | +11.5% | 4,387 | 0.0% | 0.20% | +5.4% |
| Q4 2012 | $418,000 | +1.2% | 4,387 | +0.4% | 0.19% | +2.8% |
| Q3 2012 | $413,000 | +6.4% | 4,371 | +0.2% | 0.18% | +5.2% |
| Q2 2012 | $388,000 | -3.2% | 4,364 | 0.0% | 0.17% | -3.9% |
| Q1 2012 | $401,000 | +10.8% | 4,364 | +0.1% | 0.18% | -17.1% |
| Q4 2011 | $362,000 | – | 4,358 | – | 0.22% | – |
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% |