ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 66 filers reported holding ISHARES TR in Q4 2013. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2016 | $250,000 | -54.3% | 5,828 | -54.6% | 0.00% | -66.7% |
| Q3 2016 | $547,000 | -43.0% | 12,844 | +9.3% | 0.00% | -40.0% |
| Q2 2016 | $960,000 | -33.4% | 11,750 | -33.9% | 0.01% | -28.6% |
| Q1 2016 | $1,442,000 | +9.6% | 17,777 | +0.9% | 0.01% | +40.0% |
| Q3 2014 | $1,316,000 | +0.6% | 17,619 | +0.2% | 0.01% | -16.7% |
| Q2 2014 | $1,308,000 | +209.2% | 17,583 | +195.4% | 0.01% | +200.0% |
| Q1 2014 | $423,000 | -58.0% | 5,953 | -58.2% | 0.00% | -50.0% |
| Q4 2013 | $1,006,000 | -29.4% | 14,251 | -35.7% | 0.00% | -20.0% |
| Q3 2013 | $1,424,000 | -50.8% | 22,177 | -54.3% | 0.01% | -54.5% |
| Q2 2013 | $2,892,000 | – | 48,579 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| DOLIVER ADVISORS, LP | 497,864 | $57,667,000 | 18.02% |
| Madison Wealth Partners, Inc | 284,803 | $32,935,000 | 16.56% |
| Legacy Financial Group LLC | 335,565 | $37,550,000 | 16.14% |
| Financial Council, LLC | 106,646 | $12,333,000 | 14.74% |
| Tennessee Valley Asset Management Partners | 350,633 | $40,547,000 | 13.54% |
| ForthRight Wealth Management, LLC | 182,749 | $21,133,000 | 11.55% |
| Vantage Financial Partners, LLC | 251,397 | $29,072,000 | 11.38% |
| Mascoma Wealth Management LLC | 248,716 | $28,762,000 | 9.95% |
| Veracity Capital LLC | 196,948 | $22,775,000 | 9.14% |
| WJ Wealth Management, LLC | 127,037 | $14,689,000 | 8.78% |