ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 365 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $18,671,752 | -71.0% | 250,389 | -72.1% | 0.01% | -76.2% |
| Q2 2021 | $64,485,000 | -6.4% | 896,119 | -10.3% | 0.02% | -16.0% |
| Q1 2021 | $68,867,000 | +5.3% | 999,527 | -4.9% | 0.02% | -3.8% |
| Q4 2020 | $65,370,000 | +0.6% | 1,051,126 | -12.2% | 0.03% | -13.3% |
| Q3 2020 | $64,958,000 | -9.2% | 1,196,668 | -12.6% | 0.03% | -14.3% |
| Q2 2020 | $71,539,000 | – | 1,369,695 | – | 0.04% | – |
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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% |