Cambridge Investment Research Advisors, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 186 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Cambridge Investment Research Advisors, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$8,484
+6.6%
66,555
-2.0%
0.03%0.0%
Q1 2024$7,962
+28.5%
67,926
+14.1%
0.03%
+19.2%
Q4 2023$6,195
+13.9%
59,513
+3.8%
0.03%
+4.0%
Q3 2023$5,437
-84.1%
57,336
-83.6%
0.02%
-83.9%
Q2 2023$34,125
+11.7%
349,498
+1.5%
0.16%
+3.3%
Q1 2023$30,555
+169.6%
344,204
+147.6%
0.15%
+154.2%
Q4 2022$11,332
-99.9%
139,007
-19.3%
0.06%
-24.4%
Q3 2022$13,809,000
+7.8%
172,224
+12.5%
0.08%
+13.0%
Q2 2022$12,813,000
-55.4%
153,082
-43.7%
0.07%
-47.7%
Q1 2022$28,746,000
-64.2%
272,057
-60.9%
0.13%
-63.2%
Q4 2021$80,374,000
+15.5%
695,034
+2.3%
0.36%
+4.4%
Q3 2021$69,574,000
+148.6%
679,363
+145.1%
0.34%
+156.7%
Q2 2021$27,984,000
+75.1%
277,129
+57.4%
0.13%
+54.0%
Q1 2021$15,981,000
-64.8%
176,019
-65.6%
0.09%
-67.3%
Q4 2020$45,438,000
-0.8%
512,320
-10.5%
0.27%
-13.9%
Q3 2020$45,801,000
+12.3%
572,659
+1.0%
0.31%
+0.7%
Q2 2020$40,769,000
+404.9%
567,188
+301.0%
0.31%
+298.7%
Q1 2020$8,075,000
-72.0%
141,447
-66.9%
0.08%
-65.5%
Q4 2019$28,876,000
+377.8%
426,910
+344.1%
0.22%
+320.8%
Q3 2019$6,044,000
+16.6%
96,133
+16.2%
0.05%
+10.4%
Q2 2019$5,185,000
+6.4%
82,727
+2.4%
0.05%
+2.1%
Q1 2019$4,875,000
+17.2%
80,816
+2.4%
0.05%
+2.2%
Q4 2018$4,159,000
-24.2%
78,912
-10.7%
0.05%
-11.5%
Q3 2018$5,489,000
+20.1%
88,363
+10.5%
0.05%
+8.3%
Q2 2018$4,572,000
+12.6%
79,932
+7.5%
0.05%
+4.3%
Q1 2018$4,061,000
+19.5%
74,344
+17.7%
0.05%
+15.0%
Q4 2017$3,397,000
+39.9%
63,173
+31.3%
0.04%
+21.2%
Q3 2017$2,429,000
+17.0%
48,116
+11.7%
0.03%
+6.5%
Q2 2017$2,076,000
+3.3%
43,078
-0.6%
0.03%
-8.8%
Q1 2017$2,010,000
+362.1%
43,330
+327.8%
0.03%
+325.0%
Q4 2016$435,000
+0.2%
10,129
-0.7%
0.01%0.0%
Q3 2016$434,000
-16.1%
10,201
+61.2%
0.01%
-27.3%
Q2 2016$517,000
+21.1%
6,329
+20.3%
0.01%
+10.0%
Q1 2016$427,000
+21.3%
5,260
+21.2%
0.01%
+25.0%
Q4 2015$352,000
+5.1%
4,339
-1.7%
0.01%
-20.0%
Q3 2015$335,000
+18.8%
4,412
+27.4%
0.01%
+25.0%
Q2 2015$282,000
-2.1%
3,462
-2.4%
0.01%0.0%
Q1 2015$288,000
+6.3%
3,547
+2.5%
0.01%0.0%
Q4 2014$271,000
+4.6%
3,4620.0%0.01%0.0%
Q3 2014$259,000
+0.4%
3,4620.0%0.01%
-11.1%
Q2 2014$258,000
+4.9%
3,4620.0%0.01%0.0%
Q1 2014$246,000
-7.5%
3,462
-8.1%
0.01%
-18.2%
Q4 2013$266,000
+21.5%
3,766
+10.7%
0.01%
+10.0%
Q3 2013$219,000
+7.9%
3,4030.0%0.01%0.0%
Q2 2013$203,0003,4030.01%
Other shareholders
ISHARES TR shareholders Q4 2017
NameSharesValueWeighting ↓
DOLIVER ADVISORS, LP 605,472$71,549,00023.74%
Tennessee Valley Asset Management Partners 329,871$33,00015.64%
Madison Wealth Partners, Inc 262,585$26,516,00015.18%
Legacy Financial Group LLC 453,289$45,773,00013.82%
ForthRight Wealth Management, LLC 185,777$18,760,00011.90%
Mascoma Wealth Management LLC 241,697$24,407,00010.43%
IRONWOOD WEALTH MANAGEMENT, INC. 128,778$13,004,0009.33%
Petix & Botte Co 93,854$9,477,0006.61%
Elevation Capital Advisory, LLC 95,991$9,694,0005.44%
Advanced Asset Management Advisors Inc 239,600$24,195,0005.12%
View complete list of ISHARES TR shareholders