ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 95 filers reported holding ISHARES TR in Q3 2016. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $256,000 | -54.9% | 4,708 | -56.6% | 0.16% | -60.6% |
| Q2 2020 | $567,000 | -17.8% | 10,850 | -27.4% | 0.40% | -59.4% |
| Q1 2020 | $690,000 | -47.0% | 14,943 | -27.7% | 0.98% | +9.1% |
| Q4 2019 | $1,303,000 | +6.8% | 20,667 | -2.1% | 0.90% | -5.4% |
| Q3 2019 | $1,220,000 | -10.7% | 21,108 | -12.5% | 0.95% | -13.9% |
| Q2 2019 | $1,366,000 | -15.8% | 24,118 | -18.5% | 1.10% | -20.2% |
| Q1 2019 | $1,622,000 | -10.1% | 29,575 | -19.6% | 1.38% | -33.7% |
| Q4 2018 | $1,805,000 | -17.5% | 36,775 | -5.2% | 2.09% | +24.2% |
| Q3 2018 | $2,187,000 | +3.7% | 38,790 | -1.2% | 1.68% | +0.5% |
| Q2 2018 | $2,108,000 | -1.6% | 39,271 | -2.6% | 1.67% | -5.1% |
| Q1 2018 | $2,142,000 | -5.1% | 40,317 | -1.1% | 1.76% | +4.3% |
| Q4 2017 | $2,258,000 | +4.5% | 40,753 | -1.2% | 1.69% | -0.8% |
| Q3 2017 | $2,160,000 | -29.9% | 41,255 | -31.8% | 1.70% | -38.4% |
| Q2 2016 | $3,081,000 | – | 60,484 | – | 2.76% | – |
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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% |