ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 63 filers reported holding ISHARES TR in Q3 2014. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2016 | $1,540,000 | +22.1% | 35,890 | +21.1% | 0.05% | +16.3% |
| Q3 2016 | $1,261,000 | +23.7% | 29,626 | +137.4% | 0.04% | +16.2% |
| Q2 2016 | $1,019,000 | +20.3% | 12,479 | +19.5% | 0.04% | +2.8% |
| Q1 2016 | $847,000 | -36.8% | 10,440 | -36.7% | 0.04% | -41.0% |
| Q4 2015 | $1,340,000 | +62.6% | 16,502 | +52.2% | 0.06% | -4.7% |
| Q3 2015 | $824,000 | +17.4% | 10,843 | +25.5% | 0.06% | +28.0% |
| Q2 2015 | $702,000 | +90.2% | 8,637 | +90.0% | 0.05% | +92.3% |
| Q1 2015 | $369,000 | +4512.5% | 4,545 | +4445.0% | 0.03% | +2500.0% |
| Q4 2014 | $8,000 | +14.3% | 100 | 0.0% | 0.00% | 0.0% |
| Q3 2014 | $7,000 | -50.0% | 100 | -49.0% | 0.00% | 0.0% |
| Q1 2014 | $14,000 | +100.0% | 196 | +100.0% | 0.00% | 0.0% |
| Q4 2013 | $7,000 | +16.7% | 98 | 0.0% | 0.00% | 0.0% |
| Q3 2013 | $6,000 | 0.0% | 98 | 0.0% | 0.00% | 0.0% |
| Q2 2013 | $6,000 | – | 98 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HILLTOP WEALTH ADVISORS, LLC | 242,857 | $23,030,163 | 17.82% |
| Tanglewood Legacy Advisors, LLC | 292,457 | $27,733,735 | 16.63% |
| Madison Wealth Partners, Inc | 327,310 | $31,038,780 | 15.70% |
| Tennessee Valley Asset Management Partners | 377,253 | $35,774,844 | 11.76% |
| Veracity Capital LLC | 260,986 | $24,749,311 | 11.48% |
| Legacy Financial Group LLC | 485,559 | $46,045,533,000 | 10.83% |
| Cardinal Strategic Wealth Guidance | 229,317 | $21,746,144 | 10.08% |
| DOLIVER ADVISORS, LP | 335,858 | $31,849,414 | 9.59% |
| DDFG, Inc | 271,196 | $25,717,517 | 9.48% |
| ZRC WEALTH MANAGEMENT, LLC | 106,362 | $10,086,272 | 8.71% |