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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $35,751 | -4.7% | 479 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $37,495 | -0.4% | 479 | -6.1% | 0.01% | -27.3% |
| Q1 2023 | $37,655 | +4.9% | 510 | +0.4% | 0.01% | 0.0% |
| Q4 2022 | $35,883 | +5.5% | 508 | +1.2% | 0.01% | +22.2% |
| Q2 2022 | $34,000 | -19.0% | 502 | -9.2% | 0.01% | -18.2% |
| Q1 2022 | $42,000 | -4.5% | 553 | -4.7% | 0.01% | 0.0% |
| Q4 2021 | $44,000 | +2100.0% | 580 | +1657.6% | 0.01% | +1000.0% |
| Q3 2021 | $2,000 | 0.0% | 33 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $2,000 | 0.0% | 33 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $2,000 | -98.6% | 33 | -98.6% | 0.00% | -99.1% |
| Q4 2020 | $142,000 | – | 2,288 | – | 0.11% | – |
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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% |