ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 251 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $1,582,000 | +8.7% | 25,460 | +0.0% | 0.35% | +4.2% |
| Q2 2018 | $1,456,000 | +11.7% | 25,455 | +6.6% | 0.34% | +3.1% |
| Q1 2018 | $1,304,000 | +8.9% | 23,874 | +7.2% | 0.33% | -7.6% |
| Q4 2017 | $1,197,000 | +14.8% | 22,268 | +7.8% | 0.35% | -1.9% |
| Q3 2017 | $1,043,000 | +6.8% | 20,655 | +1.9% | 0.36% | +11.5% |
| Q2 2017 | $977,000 | +4.8% | 20,269 | +0.8% | 0.32% | +3.5% |
| Q1 2017 | $932,000 | +11.2% | 20,101 | +3.0% | 0.31% | +14.3% |
| Q4 2016 | $838,000 | – | 19,524 | – | 0.27% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Vantage Financial Partners, LLC | 464,658 | $38,892,000 | 22.95% |
| Madison Wealth Partners, Inc | 326,892 | $27,361,000 | 17.38% |
| HILLTOP WEALTH ADVISORS, LLC | 210,626 | $17,629,000 | 17.17% |
| Tennessee Valley Asset Management Partners | 377,060 | $31,560,000 | 12.13% |
| Financial Council, LLC | 105,261 | $8,810,000 | 10.99% |
| Legacy Financial Group LLC | 408,231 | $34,169,000 | 10.78% |
| DOLIVER ADVISORS, LP | 352,235 | $29,482,000 | 10.47% |
| Veracity Capital LLC | 214,699 | $17,970,000 | 9.56% |
| ForthRight Wealth Management, LLC | 197,265 | $16,511,000 | 9.18% |
| Petix & Botte Co | 114,588 | $9,591,000 | 7.06% |