ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 392 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $236 | -4.5% | 3 | 0.0% | 0.00% | – |
| Q2 2023 | $247 | +6.5% | 3 | 0.0% | 0.00% | – |
| Q1 2023 | $232 | -98.7% | 3 | -98.8% | 0.00% | -100.0% |
| Q2 2021 | $18,000 | +5.9% | 250 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $17,000 | -73.8% | 250 | -76.2% | 0.00% | -71.4% |
| Q4 2020 | $65,000 | +14.0% | 1,050 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $57,000 | +3.6% | 1,050 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $55,000 | +14.6% | 1,050 | 0.0% | 0.01% | -12.5% |
| Q1 2020 | $48,000 | -27.3% | 1,050 | 0.0% | 0.01% | 0.0% |
| Q4 2019 | $66,000 | +1000.0% | 1,050 | +775.0% | 0.01% | +700.0% |
| Q4 2016 | $6,000 | 0.0% | 120 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $6,000 | +20.0% | 120 | +200.0% | 0.00% | 0.0% |
| Q2 2016 | $5,000 | 0.0% | 40 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $5,000 | 0.0% | 40 | 0.0% | 0.00% | 0.0% |
| Q4 2015 | $5,000 | 0.0% | 40 | 0.0% | 0.00% | 0.0% |
| Q3 2015 | $5,000 | 0.0% | 40 | 0.0% | 0.00% | 0.0% |
| Q2 2015 | $5,000 | 0.0% | 40 | 0.0% | 0.00% | 0.0% |
| Q1 2015 | $5,000 | 0.0% | 40 | 0.0% | 0.00% | 0.0% |
| Q4 2014 | $5,000 | 0.0% | 40 | 0.0% | 0.00% | 0.0% |
| Q3 2014 | $5,000 | 0.0% | 40 | 0.0% | 0.00% | 0.0% |
| Q2 2014 | $5,000 | – | 40 | – | 0.00% | – |
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% |