ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 97 filers reported holding ISHARES TR in Q2 2016. The put-call ratio across all filers is - and the average weighting 0.2%.
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 ↓ |
|---|---|---|---|
| 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% |