ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 337 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $9,000 | -10.0% | 150 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $10,000 | -9.1% | 150 | 0.0% | 0.00% | -25.0% |
| Q3 2021 | $11,000 | 0.0% | 150 | 0.0% | 0.00% | +33.3% |
| Q2 2021 | $11,000 | +10.0% | 150 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $10,000 | +11.1% | 150 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $9,000 | +12.5% | 150 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $8,000 | 0.0% | 150 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $8,000 | +14.3% | 150 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $7,000 | -22.2% | 150 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $9,000 | 0.0% | 150 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $9,000 | 0.0% | 150 | 0.0% | 0.00% | -25.0% |
| Q2 2019 | $9,000 | +12.5% | 150 | 0.0% | 0.00% | +33.3% |
| Q1 2019 | $8,000 | +14.3% | 150 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $7,000 | – | 150 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Tennessee Valley Asset Management Partners | 380,073 | $21,968,000 | 15.98% |
| Family Firm, Inc. | 248,690 | $43,215,000 | 15.35% |
| Balentine LLC | 2,634,803 | $152,292,000 | 9.10% |
| ERTS Wealth Advisors, LLC | 289,523 | $16,734,000 | 8.46% |
| Fortis Advisors, LLC | 210,119 | $12,145,000 | 5.71% |
| BIEGEL & WALLER LLC | 146,468 | $8,466,000 | 4.74% |
| ASPIRIANT, LLC | 891,924 | $51,549,000 | 4.62% |
| Miller Investment Management, LP | 276,249 | $15,967,000 | 3.63% |
| SENTINEL TRUST CO LBA | 219,917 | $12,711,000 | 3.42% |
| MITCHELL CAPITAL MANAGEMENT CO | 123,109 | $7,116,000 | 2.40% |