CoreCap Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 473 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
CoreCap Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$29,594
+55.8%
419
+50.7%
0.00%
+100.0%
Q2 2022$19,000
-17.4%
278
-5.8%
0.00%
-50.0%
Q4 2021$23,0002950.00%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
Family Firm, Inc. 253,059$43,617,00015.41%
Tennessee Valley Asset Management Partners 349,221$19,783,00014.96%
Avidian Wealth Solutions, LLC 689,098$39,037,0009.23%
Balentine LLC 2,584,154$146,392,0008.82%
ERTS Wealth Advisors, LLC 196,153$11,112,0006.13%
Fortis Advisors, LLC 205,822$11,660,0005.66%
ASPIRIANT, LLC 919,447$52,081,0004.34%
Miller Investment Management, LP 281,871$15,968,0003.65%
BIEGEL & WALLER LLC 91,087$5,160,0002.64%
SENTINEL TRUST CO LBA 148,040$8,386,0002.31%
View complete list of ISHARES TR shareholders