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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $432,000 | -92.2% | 6,362 | -91.3% | 0.13% | -89.4% |
| Q1 2022 | $5,526,000 | +3.7% | 73,073 | +4.7% | 1.23% | +9.8% |
| Q4 2021 | $5,328,000 | +14.0% | 69,797 | +8.5% | 1.12% | +0.6% |
| Q3 2021 | $4,675,000 | +10.1% | 64,308 | +9.0% | 1.11% | +4.8% |
| Q2 2021 | $4,246,000 | +75.3% | 59,010 | +67.9% | 1.06% | +61.7% |
| Q1 2021 | $2,422,000 | – | 35,147 | – | 0.66% | – |
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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% |