ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 216 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $11,000 | +26.6% | 116 | +30.3% | 0.00% | 0.0% |
| Q2 2023 | $8,690 | +10.0% | 89 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $7,901 | -94.5% | 89 | -94.9% | 0.00% | -95.2% |
| Q4 2022 | $142,415 | +1.7% | 1,747 | 0.0% | 0.02% | -12.5% |
| Q3 2022 | $140,000 | -4.1% | 1,747 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $146,000 | -41.6% | 1,747 | -26.2% | 0.02% | -48.9% |
| Q1 2022 | $250,000 | -4.9% | 2,366 | +3.9% | 0.05% | +9.3% |
| Q4 2021 | $263,000 | +4.0% | 2,277 | -7.7% | 0.04% | -23.2% |
| Q3 2021 | $253,000 | +1.6% | 2,467 | 0.0% | 0.06% | -6.7% |
| Q2 2021 | $249,000 | -0.8% | 2,467 | -10.8% | 0.06% | -13.0% |
| Q1 2021 | $251,000 | -42.8% | 2,766 | -44.1% | 0.07% | -49.3% |
| Q4 2020 | $439,000 | +13.1% | 4,947 | +2.0% | 0.14% | 0.0% |
| Q3 2020 | $388,000 | +101.0% | 4,852 | +80.7% | 0.14% | +76.6% |
| Q2 2020 | $193,000 | -28.0% | 2,685 | -42.7% | 0.08% | -37.4% |
| Q1 2020 | $268,000 | -20.0% | 4,689 | -5.2% | 0.12% | +5.1% |
| Q4 2019 | $335,000 | -3.5% | 4,946 | -10.4% | 0.12% | +15.8% |
| Q3 2019 | $347,000 | +654.3% | 5,520 | +656.2% | 0.10% | +621.4% |
| Q2 2019 | $46,000 | -28.1% | 730 | -31.4% | 0.01% | -30.0% |
| Q1 2019 | $64,000 | +220.0% | 1,064 | +174.9% | 0.02% | +185.7% |
| Q4 2018 | $20,000 | -33.3% | 387 | -18.7% | 0.01% | -30.0% |
| Q3 2018 | $30,000 | +11.1% | 476 | 0.0% | 0.01% | -28.6% |
| Q2 2018 | $27,000 | 0.0% | 476 | -4.6% | 0.01% | -6.7% |
| Q1 2018 | $27,000 | -3.6% | 499 | -3.3% | 0.02% | -6.2% |
| Q4 2017 | $28,000 | +366.7% | 516 | +507.1% | 0.02% | +220.0% |
| Q3 2015 | $6,000 | -14.3% | 85 | 0.0% | 0.01% | 0.0% |
| Q2 2015 | $7,000 | 0.0% | 85 | 0.0% | 0.01% | 0.0% |
| Q1 2015 | $7,000 | 0.0% | 85 | 0.0% | 0.01% | 0.0% |
| Q4 2014 | $7,000 | – | 85 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| DOLIVER ADVISORS, LP | 497,864 | $57,667,000 | 18.02% |
| Madison Wealth Partners, Inc | 284,803 | $32,935,000 | 16.56% |
| Legacy Financial Group LLC | 335,565 | $37,550,000 | 16.14% |
| Financial Council, LLC | 106,646 | $12,333,000 | 14.74% |
| Tennessee Valley Asset Management Partners | 350,633 | $40,547,000 | 13.54% |
| ForthRight Wealth Management, LLC | 182,749 | $21,133,000 | 11.55% |
| Vantage Financial Partners, LLC | 251,397 | $29,072,000 | 11.38% |
| Mascoma Wealth Management LLC | 248,716 | $28,762,000 | 9.95% |
| Veracity Capital LLC | 196,948 | $22,775,000 | 9.14% |
| WJ Wealth Management, LLC | 127,037 | $14,689,000 | 8.78% |