ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 92 filers reported holding ISHARES TR in Q1 2016. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $4,140,000 | -6.0% | 61,305 | -12.4% | 0.03% | -13.3% |
| Q3 2019 | $4,403,000 | -2.4% | 70,018 | -2.7% | 0.03% | -9.1% |
| Q2 2019 | $4,511,000 | +10.7% | 71,977 | +6.6% | 0.03% | +6.5% |
| Q1 2019 | $4,074,000 | +74.8% | 67,550 | +52.8% | 0.03% | +47.6% |
| Q4 2018 | $2,331,000 | -8.8% | 44,206 | +7.4% | 0.02% | 0.0% |
| Q3 2018 | $2,556,000 | +12.8% | 41,159 | -0.8% | 0.02% | 0.0% |
| Q2 2018 | $2,265,000 | 0.0% | 41,482 | 0.0% | 0.02% | 0.0% |
| Q1 2018 | $2,265,000 | +33.5% | 41,482 | +31.5% | 0.02% | +31.2% |
| Q4 2017 | $1,696,000 | -15.0% | 31,538 | -20.2% | 0.02% | -27.3% |
| Q3 2017 | $1,996,000 | -8.6% | 39,532 | -12.7% | 0.02% | -15.4% |
| Q2 2017 | $2,183,000 | -0.5% | 45,282 | -4.3% | 0.03% | -7.1% |
| Q1 2017 | $2,194,000 | +10.3% | 47,313 | +2.1% | 0.03% | 0.0% |
| Q4 2016 | $1,990,000 | -51.8% | 46,353 | -52.2% | 0.03% | -54.8% |
| Q3 2016 | $4,126,000 | -6.3% | 96,959 | +80.0% | 0.06% | -11.4% |
| Q2 2016 | $4,402,000 | -2.1% | 53,880 | -2.8% | 0.07% | -11.4% |
| Q1 2016 | $4,497,000 | +161.6% | 55,443 | +161.9% | 0.08% | +146.9% |
| Q4 2015 | $1,719,000 | +27.2% | 21,167 | +19.0% | 0.03% | +14.3% |
| Q3 2015 | $1,351,000 | +33.5% | 17,790 | +42.9% | 0.03% | +47.4% |
| Q2 2015 | $1,012,000 | +9.4% | 12,450 | +9.4% | 0.02% | +5.6% |
| Q1 2015 | $925,000 | +12.0% | 11,377 | +7.9% | 0.02% | 0.0% |
| Q4 2014 | $826,000 | +12.4% | 10,546 | +7.3% | 0.02% | -10.0% |
| Q3 2014 | $735,000 | +36.1% | 9,830 | +35.4% | 0.02% | +33.3% |
| Q2 2014 | $540,000 | +10.2% | 7,261 | +5.3% | 0.02% | +7.1% |
| Q1 2014 | $490,000 | +37.6% | 6,894 | +36.6% | 0.01% | +27.3% |
| Q4 2013 | $356,000 | +17.5% | 5,046 | +7.0% | 0.01% | +10.0% |
| Q3 2013 | $303,000 | +69.3% | 4,715 | +56.9% | 0.01% | +66.7% |
| Q2 2013 | $179,000 | – | 3,005 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HILLTOP WEALTH ADVISORS, LLC | 242,857 | $23,030,163 | 17.82% |
| Tanglewood Legacy Advisors, LLC | 292,457 | $27,733,735 | 16.63% |
| Madison Wealth Partners, Inc | 327,310 | $31,038,780 | 15.70% |
| Tennessee Valley Asset Management Partners | 377,253 | $35,774,844 | 11.76% |
| Veracity Capital LLC | 260,986 | $24,749,311 | 11.48% |
| Legacy Financial Group LLC | 485,559 | $46,045,533,000 | 10.83% |
| Cardinal Strategic Wealth Guidance | 229,317 | $21,746,144 | 10.08% |
| DOLIVER ADVISORS, LP | 335,858 | $31,849,414 | 9.59% |
| DDFG, Inc | 271,196 | $25,717,517 | 9.48% |
| ZRC WEALTH MANAGEMENT, LLC | 106,362 | $10,086,272 | 8.71% |