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% | – |
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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% |