ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 63 filers reported holding ISHARES TR in Q3 2014. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2017 | $1,554,000 | +12.4% | 30,777 | +6.9% | 0.13% | +23.8% |
| Q2 2017 | $1,383,000 | +9.3% | 28,778 | +5.4% | 0.10% | +9.4% |
| Q1 2017 | $1,265,000 | +38.6% | 27,297 | +32.5% | 0.10% | +35.2% |
| Q4 2016 | $913,000 | +18.6% | 20,597 | +11.0% | 0.07% | +16.4% |
| Q3 2016 | $770,000 | +6.2% | 18,549 | +8.8% | 0.06% | +8.9% |
| Q2 2016 | $725,000 | +7.7% | 17,052 | +103.4% | 0.06% | -5.1% |
| Q1 2016 | $673,000 | -16.8% | 8,382 | -24.0% | 0.06% | -10.6% |
| Q4 2015 | $809,000 | +52.6% | 11,035 | +73.3% | 0.07% | +34.7% |
| Q3 2015 | $530,000 | +22.7% | 6,369 | +21.7% | 0.05% | +25.6% |
| Q2 2015 | $432,000 | +47.4% | 5,234 | +45.3% | 0.04% | +50.0% |
| Q1 2015 | $293,000 | -99.9% | 3,603 | +0.0% | 0.03% | +30.0% |
| Q4 2014 | $277,174,000 | +103323.1% | 3,602 | 0.0% | 0.02% | 0.0% |
| Q3 2014 | $268,000 | -7.9% | 3,602 | -8.0% | 0.02% | -13.0% |
| Q2 2014 | $291,000 | +3.2% | 3,917 | 0.0% | 0.02% | -4.2% |
| Q1 2014 | $282,000 | +12.8% | 3,917 | +10.5% | 0.02% | +9.1% |
| Q4 2013 | $250,000 | +7.3% | 3,545 | -1.3% | 0.02% | -4.3% |
| Q3 2013 | $233,000 | – | 3,592 | – | 0.02% | – |
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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% |