Asset Dedication, LLC - ISHARES TR ownership

ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 125 filers reported holding ISHARES TR in Q1 2017. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Asset Dedication, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$390.0%413
+3.0%
0.00%0.0%
Q2 2023$39
-37.1%
401
-43.4%
0.00%
-50.0%
Q1 2023$62
-4.6%
708
-10.3%
0.01%
-14.3%
Q4 2022$65
-99.8%
789
+52.6%
0.01%
+40.0%
Q3 2022$41,000
-8.9%
517
+21.4%
0.01%0.0%
Q1 2022$45,000
-26.2%
426
-19.3%
0.01%
-28.6%
Q4 2021$61,000
+5.2%
528
-6.0%
0.01%
-12.5%
Q3 2021$58,000
-12.1%
562
-13.4%
0.01%
-20.0%
Q2 2021$66,000
+288.2%
649
+234.5%
0.01%
+150.0%
Q1 2021$17,000
-48.5%
194
-47.8%
0.00%
-42.9%
Q4 2020$33,000
-25.0%
372
-33.7%
0.01%
-30.0%
Q3 2020$44,000
+158.8%
561
+133.8%
0.01%
+100.0%
Q2 2020$17,000
+21.4%
240
-1.6%
0.01%
+25.0%
Q1 2020$14,000
+100.0%
244
+130.2%
0.00%
+100.0%
Q4 2019$7,0000.0%1060.0%0.00%0.0%
Q3 2019$7,0000.0%1060.0%0.00%0.0%
Q2 2019$7,0000.0%1060.0%0.00%0.0%
Q1 2019$7,000
+40.0%
1060.0%0.00%0.0%
Q4 2018$5,000
-28.6%
1060.0%0.00%
-33.3%
Q3 2018$7,000
+16.7%
1060.0%0.00%
+50.0%
Q2 2018$6,000
+50.0%
106
+21.8%
0.00%0.0%
Q1 2018$4,000
+33.3%
87
+40.3%
0.00%
+100.0%
Q4 2017$3,0000.0%620.0%0.00%0.0%
Q3 2017$3,0000.0%620.0%0.00%
-50.0%
Q2 2017$3,000
-89.7%
62
-90.0%
0.00%
-87.5%
Q1 2017$29,0006180.02%
Other shareholders
ISHARES TR shareholders Q1 2017
NameSharesValueWeighting ↓
Vantage Financial Partners, LLC 464,658$38,892,00022.95%
Madison Wealth Partners, Inc 326,892$27,361,00017.38%
HILLTOP WEALTH ADVISORS, LLC 210,626$17,629,00017.17%
Tennessee Valley Asset Management Partners 377,060$31,560,00012.13%
Financial Council, LLC 105,261$8,810,00010.99%
Legacy Financial Group LLC 408,231$34,169,00010.78%
DOLIVER ADVISORS, LP 352,235$29,482,00010.47%
Veracity Capital LLC 214,699$17,970,0009.56%
ForthRight Wealth Management, LLC 197,265$16,511,0009.18%
Petix & Botte Co 114,588$9,591,0007.06%
View complete list of ISHARES TR shareholders