ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 216 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $764,880 | +8.8% | 6,000 | 0.0% | 0.14% | +5.3% |
Q1 2024 | $703,260 | +8.1% | 6,000 | 0.0% | 0.13% | +3.1% |
Q4 2023 | $650,520 | +14.0% | 6,000 | 0.0% | 0.13% | +5.7% |
Q3 2023 | $570,540 | -5.1% | 6,000 | 0.0% | 0.12% | +2.5% |
Q2 2023 | $600,900 | +12.2% | 6,000 | 0.0% | 0.12% | +6.2% |
Q1 2023 | $535,680 | +9.5% | 6,000 | 0.0% | 0.11% | +0.9% |
Q4 2022 | $489,120 | -1.8% | 6,000 | 0.0% | 0.11% | -7.5% |
Q3 2022 | $498,000 | -11.5% | 6,000 | 0.0% | 0.12% | -2.4% |
Q2 2022 | $563,000 | -17.8% | 6,000 | -18.9% | 0.12% | -19.1% |
Q1 2022 | $685,000 | -12.5% | 7,400 | 0.0% | 0.15% | -2.6% |
Q4 2021 | $783,000 | -3.3% | 7,400 | 0.0% | 0.16% | -1.9% |
Q3 2021 | $810,000 | +3.6% | 7,400 | 0.0% | 0.16% | +1.9% |
Q2 2021 | $782,000 | +8.2% | 7,400 | 0.0% | 0.16% | +3.3% |
Q1 2021 | $723,000 | +10.6% | 7,400 | 0.0% | 0.15% | +2.0% |
Q4 2020 | $654,000 | +118.0% | 7,400 | +100.0% | 0.15% | +102.7% |
Q3 2020 | $300,000 | -43.6% | 3,700 | -50.0% | 0.07% | -54.4% |
Q2 2020 | $532,000 | +26.1% | 7,400 | 0.0% | 0.16% | +8.8% |
Q1 2020 | $422,000 | -28.8% | 7,400 | -15.6% | 0.15% | -7.5% |
Q4 2019 | $593,000 | +7.0% | 8,769 | -0.5% | 0.16% | +1.3% |
Q3 2019 | $554,000 | 0.0% | 8,816 | -0.2% | 0.16% | -1.9% |
Q2 2019 | $554,000 | -0.7% | 8,836 | -4.5% | 0.16% | -1.8% |
Q1 2019 | $558,000 | +8.3% | 9,252 | -5.4% | 0.16% | -3.6% |
Q4 2018 | $515,000 | -16.3% | 9,780 | -1.1% | 0.17% | -2.9% |
Q3 2018 | $615,000 | +9.2% | 9,893 | +0.4% | 0.17% | +6.1% |
Q2 2018 | $563,000 | +10.8% | 9,851 | +5.8% | 0.16% | +10.1% |
Q1 2018 | $508,000 | +10.9% | 9,310 | +9.3% | 0.15% | +14.6% |
Q4 2017 | $458,000 | +16.5% | 8,519 | +9.4% | 0.13% | +10.2% |
Q3 2017 | $393,000 | +4.8% | 7,790 | 0.0% | 0.12% | +3.5% |
Q2 2017 | $375,000 | +3.9% | 7,790 | 0.0% | 0.11% | -10.9% |
Q1 2017 | $361,000 | +8.1% | 7,790 | 0.0% | 0.13% | +3.2% |
Q4 2016 | $334,000 | -7.5% | 7,790 | -8.2% | 0.12% | -7.5% |
Q3 2016 | $361,000 | +4.0% | 8,488 | +100.0% | 0.13% | +3.9% |
Q2 2016 | $347,000 | -54.6% | 4,244 | -54.9% | 0.13% | -57.0% |
Q1 2016 | $764,000 | -38.4% | 9,417 | -38.3% | 0.30% | -39.5% |
Q4 2015 | $1,240,000 | – | 15,269 | – | 0.50% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
DOLIVER ADVISORS, LP | 605,472 | $71,549,000 | 23.74% |
Tennessee Valley Asset Management Partners | 329,871 | $33,000 | 15.64% |
Madison Wealth Partners, Inc | 262,585 | $26,516,000 | 15.18% |
Legacy Financial Group LLC | 453,289 | $45,773,000 | 13.82% |
ForthRight Wealth Management, LLC | 185,777 | $18,760,000 | 11.90% |
Mascoma Wealth Management LLC | 241,697 | $24,407,000 | 10.43% |
IRONWOOD WEALTH MANAGEMENT, INC. | 128,778 | $13,004,000 | 9.33% |
Petix & Botte Co | 93,854 | $9,477,000 | 6.61% |
Elevation Capital Advisory, LLC | 95,991 | $9,694,000 | 5.44% |
Advanced Asset Management Advisors Inc | 239,600 | $24,195,000 | 5.12% |