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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $259,644 | -2.9% | 2,738 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $267,339 | +12.0% | 2,738 | +1.8% | 0.01% | 0.0% |
| Q1 2023 | $238,702 | +106463.4% | 2,689 | -2.5% | 0.01% | +16.7% |
| Q4 2022 | $224 | -99.9% | 2,757 | -3.3% | 0.01% | -14.3% |
| Q3 2022 | $229,000 | -4.2% | 2,850 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $239,000 | -22.7% | 2,850 | -2.5% | 0.01% | -12.5% |
| Q1 2022 | $309,000 | -4.0% | 2,924 | +5.0% | 0.01% | 0.0% |
| Q4 2021 | $322,000 | +15.0% | 2,785 | +1.9% | 0.01% | +14.3% |
| Q3 2021 | $280,000 | +1.4% | 2,732 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $276,000 | +5.7% | 2,732 | -5.1% | 0.01% | 0.0% |
| Q1 2021 | $261,000 | +7.4% | 2,880 | +4.9% | 0.01% | -12.5% |
| Q4 2020 | $243,000 | +14.1% | 2,745 | +3.1% | 0.01% | 0.0% |
| Q3 2020 | $213,000 | +4.4% | 2,663 | -6.6% | 0.01% | -11.1% |
| Q2 2020 | $204,000 | +54.5% | 2,851 | +23.3% | 0.01% | +50.0% |
| Q1 2020 | $132,000 | -8.3% | 2,312 | +8.6% | 0.01% | +20.0% |
| Q4 2019 | $144,000 | +19.0% | 2,129 | +9.2% | 0.01% | 0.0% |
| Q3 2018 | $121,000 | – | 1,949 | – | 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% |