ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 216 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2019 | $11,136,000 | +14.5% | 184,621 | +0.1% | 1.74% | +4.4% |
| Q4 2018 | $9,722,000 | -7.8% | 184,471 | +8.6% | 1.67% | +11.5% |
| Q3 2018 | $10,548,000 | +11.7% | 169,798 | +2.8% | 1.50% | +8.0% |
| Q2 2018 | $9,445,000 | +16.5% | 165,125 | +11.2% | 1.39% | +16.0% |
| Q1 2018 | $8,108,000 | +6.7% | 148,447 | +5.1% | 1.20% | +9.4% |
| Q4 2017 | $7,597,000 | +7.4% | 141,279 | +0.8% | 1.09% | +5.0% |
| Q3 2017 | $7,076,000 | +11.9% | 140,173 | +6.8% | 1.04% | +8.1% |
| Q2 2017 | $6,325,000 | – | 131,234 | – | 0.96% | – |
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% |