ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 218 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $200,245 | -72.0% | 2,561 | -71.9% | 0.00% | – |
Q2 2023 | $714,689 | +10.2% | 9,119 | -0.7% | 0.00% | – |
Q4 2022 | $648,502 | +7.5% | 9,182 | +3.8% | 0.00% | – |
Q3 2022 | $603,000 | +8.3% | 8,849 | +8.2% | 0.00% | – |
Q2 2022 | $557,000 | -20.4% | 8,181 | -10.0% | 0.00% | – |
Q1 2022 | $700,000 | +12.4% | 9,092 | +11.9% | 0.00% | – |
Q4 2021 | $623,000 | +11.2% | 8,123 | +4.9% | 0.00% | – |
Q3 2021 | $560,000 | +1.3% | 7,744 | +0.6% | 0.00% | – |
Q2 2021 | $553,000 | +963.5% | 7,699 | +926.5% | 0.00% | – |
Q1 2021 | $52,000 | +1200.0% | 750 | +782.4% | 0.00% | – |
Q1 2020 | $4,000 | -99.0% | 85 | -98.6% | 0.00% | – |
Q4 2019 | $394,000 | +8.8% | 6,253 | 0.0% | 0.00% | – |
Q3 2019 | $362,000 | +1.4% | 6,253 | -0.7% | 0.00% | – |
Q2 2019 | $357,000 | +3.2% | 6,299 | -0.1% | 0.00% | – |
Q1 2019 | $346,000 | +12.7% | 6,304 | +0.7% | 0.00% | – |
Q4 2018 | $307,000 | -13.0% | 6,263 | 0.0% | 0.00% | – |
Q3 2018 | $353,000 | +3.5% | 6,263 | -1.3% | 0.00% | – |
Q2 2018 | $341,000 | +3.0% | 6,343 | +1.5% | 0.00% | – |
Q1 2018 | $331,000 | -3.2% | 6,250 | +1.3% | 0.00% | – |
Q4 2017 | $342,000 | +5.9% | 6,168 | 0.0% | 0.00% | – |
Q3 2017 | $323,000 | +2.9% | 6,168 | 0.0% | 0.00% | – |
Q2 2017 | $314,000 | -1.3% | 6,168 | -2.2% | 0.00% | – |
Q1 2017 | $318,000 | +2346.2% | 6,309 | +2161.3% | 0.00% | – |
Q4 2016 | $13,000 | 0.0% | 279 | 0.0% | 0.00% | – |
Q3 2016 | $13,000 | +8.3% | 279 | +200.0% | 0.00% | – |
Q2 2016 | $12,000 | – | 93 | – | 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% |