ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 251 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,697,269 | +8.8% | 13,314 | 0.0% | 0.15% | +6.3% |
| Q1 2024 | $1,560,534 | +17.3% | 13,314 | +4.2% | 0.14% | +12.7% |
| Q4 2023 | $1,330,711 | +2.6% | 12,783 | -6.5% | 0.13% | -6.0% |
| Q3 2023 | $1,296,990 | -4.1% | 13,677 | -1.2% | 0.13% | -20.7% |
| Q2 2023 | $1,352,119 | +5.3% | 13,848 | -12.1% | 0.17% | -5.6% |
| Q4 2022 | $1,283,858 | +312.8% | 15,749 | +306.5% | 0.18% | +258.0% |
| Q3 2022 | $311,000 | +623.3% | 3,874 | +458.2% | 0.05% | +233.3% |
| Q3 2018 | $43,000 | +7.5% | 694 | 0.0% | 0.02% | -6.2% |
| Q2 2018 | $40,000 | +5.3% | 694 | 0.0% | 0.02% | +6.7% |
| Q1 2018 | $38,000 | – | 694 | – | 0.02% | – |
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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% |