ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 287 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $6,500,205 | +288.3% | 50,990 | +207.5% | 0.01% | +900.0% |
| Q2 2021 | $1,674,000 | +11.2% | 16,580 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $1,505,000 | +2.4% | 16,580 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $1,470,000 | +10.9% | 16,580 | 0.0% | 0.00% | -50.0% |
| Q3 2020 | $1,326,000 | -79.1% | 16,580 | -81.2% | 0.00% | -71.4% |
| Q2 2020 | $6,330,000 | -11.7% | 88,076 | -29.8% | 0.01% | -30.0% |
| Q1 2020 | $7,166,000 | -41.7% | 125,516 | -30.9% | 0.01% | -9.1% |
| Q4 2019 | $12,291,000 | +113.4% | 181,719 | +98.4% | 0.01% | +83.3% |
| Q3 2019 | $5,759,000 | – | 91,600 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| DOLIVER ADVISORS, LP | 605,472 | $71,549,000 | 23.74% |
| Tennessee Valley Asset Management Partners | 329,871 | $33,000 | 15.64% |
| Madison Wealth Partners, Inc | 262,585 | $26,516,000 | 15.18% |
| Legacy Financial Group LLC | 453,289 | $45,773,000 | 13.82% |
| ForthRight Wealth Management, LLC | 185,777 | $18,760,000 | 11.90% |
| Mascoma Wealth Management LLC | 241,697 | $24,407,000 | 10.43% |
| IRONWOOD WEALTH MANAGEMENT, INC. | 128,778 | $13,004,000 | 9.33% |
| Petix & Botte Co | 93,854 | $9,477,000 | 6.61% |
| Elevation Capital Advisory, LLC | 95,991 | $9,694,000 | 5.44% |
| Advanced Asset Management Advisors Inc | 239,600 | $24,195,000 | 5.12% |