ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 104 filers reported holding ISHARES TR in Q3 2016. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2017 | $12,408,000 | +14.0% | 245,796 | +8.9% | 0.07% | +7.2% |
| Q2 2017 | $10,880,000 | +12.9% | 225,720 | +8.7% | 0.07% | +6.2% |
| Q1 2017 | $9,635,000 | +19.3% | 207,748 | +10.4% | 0.06% | +8.3% |
| Q4 2016 | $8,073,000 | +61.1% | 188,098 | +59.7% | 0.06% | +50.0% |
| Q3 2016 | $5,012,000 | +8.6% | 117,782 | +108.5% | 0.04% | +2.6% |
| Q2 2016 | $4,614,000 | -1.0% | 56,485 | -1.7% | 0.04% | -7.1% |
| Q1 2016 | $4,659,000 | -30.6% | 57,436 | -30.6% | 0.04% | -34.4% |
| Q4 2015 | $6,716,000 | +25.6% | 82,736 | +17.5% | 0.06% | +14.3% |
| Q3 2015 | $5,347,000 | +59.9% | 70,406 | +71.3% | 0.06% | +69.7% |
| Q2 2015 | $3,343,000 | +12.2% | 41,109 | +12.1% | 0.03% | +6.5% |
| Q1 2015 | $2,979,000 | +32.6% | 36,664 | +27.8% | 0.03% | +24.0% |
| Q4 2014 | $2,247,000 | +25.1% | 28,684 | +19.3% | 0.02% | +13.6% |
| Q3 2014 | $1,796,000 | +8.5% | 24,042 | +8.0% | 0.02% | +10.0% |
| Q2 2014 | $1,656,000 | +1.9% | 22,261 | -2.7% | 0.02% | -9.1% |
| Q1 2014 | $1,625,000 | +9.0% | 22,875 | +8.3% | 0.02% | 0.0% |
| Q4 2013 | $1,491,000 | +12.1% | 21,128 | +2.0% | 0.02% | 0.0% |
| Q3 2013 | $1,330,000 | +20.8% | 20,710 | +12.0% | 0.02% | +15.8% |
| Q2 2013 | $1,101,000 | – | 18,487 | – | 0.02% | – |
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% |