ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 63 filers reported holding ISHARES TR in Q3 2014. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2017 | $4,812,000 | +33.0% | 103,767 | +23.1% | 0.04% | +20.7% |
| Q4 2016 | $3,619,000 | +38.6% | 84,308 | +37.3% | 0.03% | +31.8% |
| Q3 2016 | $2,612,000 | +3.5% | 61,386 | +98.7% | 0.02% | -4.3% |
| Q2 2016 | $2,524,000 | +2.9% | 30,898 | +2.1% | 0.02% | -4.2% |
| Q1 2016 | $2,454,000 | +200.7% | 30,251 | +201.0% | 0.02% | +200.0% |
| Q4 2015 | $816,000 | -1.3% | 10,051 | -7.8% | 0.01% | -11.1% |
| Q3 2015 | $827,000 | -1.1% | 10,896 | +6.1% | 0.01% | 0.0% |
| Q2 2015 | $836,000 | +5.7% | 10,273 | +1.8% | 0.01% | -10.0% |
| Q4 2014 | $791,000 | +4.9% | 10,095 | -0.0% | 0.01% | 0.0% |
| Q3 2014 | $754,000 | -4.4% | 10,098 | -4.7% | 0.01% | -9.1% |
| Q2 2014 | $789,000 | – | 10,598 | – | 0.01% | – |
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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% |