ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 125 filers reported holding ISHARES TR in Q1 2017. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $572,862 | +37712.7% | 5,503 | -70.4% | 0.17% | -65.4% |
| Q4 2022 | $1,515 | -99.9% | 18,587 | +23.3% | 0.49% | +11.5% |
| Q4 2021 | $1,743,000 | +706.9% | 15,072 | +518.5% | 0.44% | +592.1% |
| Q4 2020 | $216,000 | -42.7% | 2,437 | -56.3% | 0.06% | -46.6% |
| Q4 2019 | $377,000 | -48.4% | 5,579 | -59.7% | 0.12% | -54.4% |
| Q4 2018 | $730,000 | -13.8% | 13,859 | -12.0% | 0.26% | -7.5% |
| Q4 2017 | $847,000 | +101.2% | 15,751 | +60.6% | 0.28% | +71.8% |
| Q4 2016 | $421,000 | -31.8% | 9,805 | +29.0% | 0.16% | -45.1% |
| Q4 2015 | $617,000 | – | 7,603 | – | 0.30% | – |
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% |