ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 216 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $91,056,000 | +3.9% | 1,138,479 | -6.7% | 1.70% | -7.3% |
| Q2 2020 | $87,676,000 | +16.1% | 1,219,758 | -7.8% | 1.83% | -5.1% |
| Q1 2020 | $75,543,000 | -14.3% | 1,323,229 | +1.5% | 1.93% | -2.6% |
| Q4 2019 | $88,140,000 | +15.4% | 1,303,079 | +7.3% | 1.98% | +2.9% |
| Q3 2019 | $76,351,000 | +13.5% | 1,214,430 | +13.2% | 1.92% | +6.2% |
| Q2 2019 | $67,244,000 | +37.5% | 1,072,813 | +32.3% | 1.81% | +28.9% |
| Q1 2019 | $48,895,000 | +74.3% | 810,599 | +52.3% | 1.40% | +53.4% |
| Q4 2018 | $28,057,000 | +49.6% | 532,385 | +76.3% | 0.92% | +69.8% |
| Q3 2018 | $18,759,000 | +649.8% | 301,983 | +590.4% | 0.54% | +600.0% |
| Q2 2018 | $2,502,000 | – | 43,743 | – | 0.08% | – |
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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% |