ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 216 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,651,347 | +12.8% | 12,954 | +3.7% | 0.06% | +3.8% |
| Q1 2024 | $1,463,563 | +12.7% | 12,487 | +0.1% | 0.05% | -3.6% |
| Q4 2023 | $1,299,104 | +12.4% | 12,479 | +2.4% | 0.06% | -6.8% |
| Q3 2023 | $1,155,383 | -5.4% | 12,184 | -2.6% | 0.06% | -4.8% |
| Q2 2023 | $1,220,839 | +16.2% | 12,503 | +5.7% | 0.06% | +3.3% |
| Q1 2023 | $1,050,188 | +9.0% | 11,830 | +0.1% | 0.06% | +3.4% |
| Q4 2022 | $963,170 | +1.8% | 11,815 | +0.1% | 0.06% | +5.5% |
| Q3 2022 | $946,000 | -5.0% | 11,804 | -0.8% | 0.06% | -5.2% |
| Q2 2022 | $996,000 | -20.7% | 11,900 | +0.1% | 0.06% | 0.0% |
| Q1 2022 | $1,256,000 | -8.6% | 11,891 | +0.1% | 0.06% | -10.8% |
| Q4 2021 | $1,374,000 | +11.4% | 11,883 | -1.3% | 0.06% | +1.6% |
| Q3 2021 | $1,233,000 | -4.7% | 12,039 | -6.1% | 0.06% | -4.5% |
| Q2 2021 | $1,294,000 | +11.3% | 12,818 | +0.1% | 0.07% | -2.9% |
| Q1 2021 | $1,163,000 | +0.7% | 12,810 | -1.7% | 0.07% | -2.8% |
| Q4 2020 | $1,155,000 | +12.9% | 13,028 | +1.9% | 0.07% | 0.0% |
| Q3 2020 | $1,023,000 | +11.4% | 12,787 | +0.1% | 0.07% | -5.3% |
| Q2 2020 | $918,000 | +26.1% | 12,772 | +0.1% | 0.08% | -2.6% |
| Q1 2020 | $728,000 | -15.5% | 12,759 | +0.1% | 0.08% | -17.2% |
| Q4 2019 | $862,000 | +5.4% | 12,742 | -2.1% | 0.09% | -3.1% |
| Q3 2019 | $818,000 | +3.2% | 13,016 | +2.9% | 0.10% | +4.3% |
| Q2 2019 | $793,000 | +4.2% | 12,654 | +0.3% | 0.09% | 0.0% |
| Q1 2019 | $761,000 | +14.8% | 12,615 | +0.2% | 0.09% | -4.2% |
| Q4 2018 | $663,000 | -14.8% | 12,586 | +0.5% | 0.10% | 0.0% |
| Q3 2018 | $778,000 | +11.0% | 12,528 | +2.3% | 0.10% | +6.7% |
| Q2 2018 | $701,000 | – | 12,252 | – | 0.09% | – |
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% |