ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 258 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $15,931 | +207.8% | 168 | +217.0% | 0.00% | – |
| Q2 2023 | $5,175 | +10.0% | 53 | 0.0% | 0.00% | – |
| Q1 2023 | $4,705 | +8.9% | 53 | 0.0% | 0.00% | – |
| Q4 2022 | $4,321 | -93.6% | 53 | -93.7% | 0.00% | -100.0% |
| Q3 2022 | $68,000 | +9.7% | 844 | +13.7% | 0.00% | 0.0% |
| Q2 2022 | $62,000 | +3.3% | 742 | +29.9% | 0.00% | 0.0% |
| Q1 2022 | $60,000 | -4.8% | 571 | +4.8% | 0.00% | 0.0% |
| Q4 2021 | $63,000 | -46.6% | 545 | -52.9% | 0.00% | -50.0% |
| Q3 2021 | $118,000 | +78.8% | 1,156 | +78.1% | 0.00% | +33.3% |
| Q2 2021 | $66,000 | +10.0% | 649 | -2.1% | 0.00% | 0.0% |
| Q1 2021 | $60,000 | -47.8% | 663 | -49.0% | 0.00% | -40.0% |
| Q4 2020 | $115,000 | -5.7% | 1,300 | -14.9% | 0.01% | -28.6% |
| Q3 2020 | $122,000 | +62.7% | 1,527 | +45.4% | 0.01% | +40.0% |
| Q2 2020 | $75,000 | +23.0% | 1,050 | -2.2% | 0.01% | 0.0% |
| Q1 2020 | $61,000 | -9.0% | 1,074 | +9.0% | 0.01% | 0.0% |
| Q4 2019 | $67,000 | +36.7% | 985 | +25.3% | 0.01% | +25.0% |
| Q3 2019 | $49,000 | -2.0% | 786 | -1.9% | 0.00% | 0.0% |
| Q2 2019 | $50,000 | 0.0% | 801 | -3.4% | 0.00% | 0.0% |
| Q1 2019 | $50,000 | -53.7% | 829 | -59.7% | 0.00% | -60.0% |
| Q4 2018 | $108,000 | – | 2,055 | – | 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% |