ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 151 filers reported holding ISHARES TR in Q2 2017. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $3,413,000 | -0.0% | 38,487 | -9.8% | 1.94% | -10.9% |
| Q3 2020 | $3,414,000 | +21.6% | 42,685 | +9.3% | 2.18% | +13.9% |
| Q2 2020 | $2,807,000 | +23.3% | 39,057 | +9.2% | 1.92% | +11.0% |
| Q1 2020 | $2,277,000 | -0.1% | 35,752 | +9.7% | 1.73% | +42.1% |
| Q4 2019 | $2,279,000 | +11.4% | 32,587 | +0.1% | 1.22% | +16.5% |
| Q3 2019 | $2,046,000 | -0.5% | 32,549 | -0.8% | 1.04% | +43.1% |
| Q2 2019 | $2,057,000 | +12.5% | 32,825 | +8.3% | 0.73% | +6.7% |
| Q1 2019 | $1,828,000 | +23.3% | 30,305 | +7.7% | 0.68% | +6.2% |
| Q4 2018 | $1,483,000 | -3.4% | 28,145 | +13.9% | 0.64% | +13.4% |
| Q3 2018 | $1,535,000 | +43.9% | 24,705 | +32.4% | 0.57% | +33.4% |
| Q2 2018 | $1,067,000 | +10.0% | 18,655 | +5.0% | 0.42% | +9.3% |
| Q1 2018 | $970,000 | +11.8% | 17,760 | +10.0% | 0.39% | +15.8% |
| Q4 2017 | $868,000 | +67.6% | 16,145 | +57.3% | 0.34% | +57.7% |
| Q3 2017 | $518,000 | +67.1% | 10,265 | +59.7% | 0.21% | +60.2% |
| Q2 2017 | $310,000 | – | 6,426 | – | 0.13% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HILLTOP WEALTH ADVISORS, LLC | 242,857 | $23,030,163 | 17.82% |
| Tanglewood Legacy Advisors, LLC | 292,457 | $27,733,735 | 16.63% |
| Madison Wealth Partners, Inc | 327,310 | $31,038,780 | 15.70% |
| Tennessee Valley Asset Management Partners | 377,253 | $35,774,844 | 11.76% |
| Veracity Capital LLC | 260,986 | $24,749,311 | 11.48% |
| Legacy Financial Group LLC | 485,559 | $46,045,533,000 | 10.83% |
| Cardinal Strategic Wealth Guidance | 229,317 | $21,746,144 | 10.08% |
| DOLIVER ADVISORS, LP | 335,858 | $31,849,414 | 9.59% |
| DDFG, Inc | 271,196 | $25,717,517 | 9.48% |
| ZRC WEALTH MANAGEMENT, LLC | 106,362 | $10,086,272 | 8.71% |