ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 82 filers reported holding ISHARES TR in Q4 2014. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2014 | $1,054,000 | -55.9% | 13,437 | -58.2% | 0.02% | -55.8% |
| Q2 2014 | $2,388,000 | +168.9% | 32,116 | +157.0% | 0.04% | +152.9% |
| Q1 2014 | $888,000 | -19.9% | 12,496 | -20.4% | 0.02% | -5.6% |
| Q4 2013 | $1,109,000 | -0.7% | 15,699 | -9.7% | 0.02% | -14.3% |
| Q3 2013 | $1,117,000 | – | 17,387 | – | 0.02% | – |
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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 Asset Management Inc | 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% |