ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 411 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2021 | $232,000 | -63.6% | 3,045 | -66.1% | 0.09% | -63.4% |
Q3 2021 | $637,000 | -26.8% | 8,981 | -25.7% | 0.24% | -24.9% |
Q2 2021 | $870,000 | +42.4% | 12,084 | +36.3% | 0.32% | +27.3% |
Q1 2021 | $611,000 | +43.4% | 8,867 | +29.3% | 0.25% | +33.9% |
Q4 2020 | $426,000 | +2942.9% | 6,856 | +2557.4% | 0.19% | +1966.7% |
Q1 2019 | $14,000 | -66.7% | 258 | -69.5% | 0.01% | -71.9% |
Q4 2018 | $42,000 | – | 846 | – | 0.03% | – |
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% |