ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 93 filers reported holding ISHARES TR in Q4 2015. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $253,101 | -2.9% | 2,669 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $260,601 | +10.0% | 2,669 | 0.0% | 0.02% | 0.0% |
| Q1 2023 | $236,927 | +8.9% | 2,669 | 0.0% | 0.02% | +11.8% |
| Q4 2022 | $217,577 | +1.7% | 2,669 | 0.0% | 0.02% | -5.6% |
| Q3 2022 | $214,000 | -4.0% | 2,669 | 0.0% | 0.02% | -10.0% |
| Q2 2022 | $223,000 | -20.9% | 2,669 | 0.0% | 0.02% | -4.8% |
| Q1 2022 | $282,000 | -8.7% | 2,669 | 0.0% | 0.02% | -8.7% |
| Q4 2021 | $309,000 | +13.2% | 2,669 | 0.0% | 0.02% | +4.5% |
| Q3 2021 | $273,000 | +23.0% | 2,669 | +21.6% | 0.02% | +29.4% |
| Q2 2021 | $222,000 | -60.2% | 2,194 | -81.8% | 0.02% | -79.5% |
| Q1 2017 | $558,000 | -81.4% | 12,025 | -67.5% | 0.08% | -86.1% |
| Q4 2015 | $3,003,000 | +282.5% | 36,987 | +269.0% | 0.60% | +165.8% |
| Q4 2014 | $785,000 | – | 10,023 | – | 0.22% | – |
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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% |