ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 197 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,946,553 | +0.5% | 62,707 | +3.5% | 0.01% | 0.0% |
| Q2 2023 | $5,917,289 | +89.2% | 60,603 | +72.0% | 0.01% | +60.0% |
| Q1 2023 | $3,127,703 | -26.3% | 35,234 | -32.4% | 0.01% | -16.7% |
| Q4 2022 | $4,246,651 | +1.3% | 52,093 | -0.4% | 0.01% | -14.3% |
| Q3 2022 | $4,193,000 | -8.8% | 52,290 | -4.8% | 0.01% | -12.5% |
| Q2 2022 | $4,598,000 | -17.4% | 54,929 | +4.2% | 0.01% | -11.1% |
| Q1 2022 | $5,569,000 | -10.4% | 52,704 | -1.9% | 0.01% | -10.0% |
| Q4 2021 | $6,215,000 | +62.5% | 53,747 | +43.9% | 0.01% | +42.9% |
| Q3 2021 | $3,825,000 | +8.7% | 37,349 | +7.1% | 0.01% | +16.7% |
| Q2 2021 | $3,520,000 | -23.4% | 34,863 | -31.1% | 0.01% | -33.3% |
| Q1 2021 | $4,597,000 | +54.0% | 50,634 | +50.4% | 0.01% | +28.6% |
| Q4 2020 | $2,986,000 | +21.2% | 33,673 | +9.3% | 0.01% | +16.7% |
| Q3 2020 | $2,464,000 | +50.6% | 30,804 | +35.4% | 0.01% | +20.0% |
| Q2 2020 | $1,636,000 | +126.0% | 22,756 | +79.3% | 0.01% | +66.7% |
| Q1 2020 | $724,000 | -17.6% | 12,690 | -2.3% | 0.00% | 0.0% |
| Q4 2019 | $879,000 | +17.0% | 12,991 | +8.8% | 0.00% | +50.0% |
| Q3 2019 | $751,000 | +11.3% | 11,945 | +10.9% | 0.00% | 0.0% |
| Q2 2019 | $675,000 | +8.9% | 10,775 | +4.8% | 0.00% | 0.0% |
| Q1 2019 | $620,000 | +22.3% | 10,285 | +7.0% | 0.00% | 0.0% |
| Q4 2018 | $507,000 | +79.8% | 9,612 | +111.9% | 0.00% | +100.0% |
| Q3 2018 | $282,000 | +17.5% | 4,537 | +8.2% | 0.00% | 0.0% |
| Q2 2018 | $240,000 | +17.6% | 4,195 | +12.5% | 0.00% | 0.0% |
| Q1 2018 | $204,000 | +183.3% | 3,728 | +149.9% | 0.00% | – |
| Q2 2017 | $72,000 | +67.4% | 1,492 | +59.6% | 0.00% | – |
| Q1 2017 | $43,000 | +7.5% | 935 | 0.0% | 0.00% | – |
| Q4 2016 | $40,000 | +135.3% | 935 | +133.8% | 0.00% | – |
| Q3 2016 | $17,000 | +6.2% | 400 | +100.0% | 0.00% | – |
| Q2 2016 | $16,000 | 0.0% | 200 | 0.0% | 0.00% | – |
| Q1 2016 | $16,000 | -61.0% | 200 | -60.4% | 0.00% | – |
| Q4 2015 | $41,000 | +173.3% | 505 | +152.5% | 0.00% | – |
| Q3 2015 | $15,000 | -6.2% | 200 | 0.0% | 0.00% | – |
| Q1 2015 | $16,000 | 0.0% | 200 | 0.0% | 0.00% | – |
| Q4 2014 | $16,000 | – | 200 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| DOLIVER ADVISORS, LP | 497,864 | $57,667,000 | 18.02% |
| Madison Wealth Partners, Inc | 284,803 | $32,935,000 | 16.56% |
| Legacy Financial Group LLC | 335,565 | $37,550,000 | 16.14% |
| Financial Council, LLC | 106,646 | $12,333,000 | 14.74% |
| Tennessee Valley Asset Management Partners | 350,633 | $40,547,000 | 13.54% |
| ForthRight Wealth Management, LLC | 182,749 | $21,133,000 | 11.55% |
| Vantage Financial Partners, LLC | 251,397 | $29,072,000 | 11.38% |
| Mascoma Wealth Management LLC | 248,716 | $28,762,000 | 9.95% |
| Veracity Capital LLC | 196,948 | $22,775,000 | 9.14% |
| WJ Wealth Management, LLC | 127,037 | $14,689,000 | 8.78% |