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 | $2,032,902 | +8.2% | 16,540 | -0.6% | 0.08% | -1.2% |
| Q1 2024 | $1,878,344 | +4.5% | 16,643 | +0.3% | 0.08% | -3.6% |
| Q4 2023 | $1,798,166 | +16.3% | 16,590 | +0.6% | 0.08% | 0.0% |
| Q3 2023 | $1,546,019 | -2.5% | 16,498 | +2.9% | 0.08% | +1.2% |
| Q2 2023 | $1,586,162 | +19.7% | 16,040 | +8.3% | 0.08% | +6.5% |
| Q1 2023 | $1,324,739 | +19.7% | 14,811 | +18.3% | 0.08% | +13.2% |
| Q4 2022 | $1,106,341 | +119.1% | 12,518 | +101.0% | 0.07% | +88.9% |
| Q3 2022 | $505,000 | +146.3% | 6,228 | +186.5% | 0.04% | +140.0% |
| Q2 2022 | $205,000 | +5.1% | 2,174 | -38.4% | 0.02% | -48.3% |
| Q3 2018 | $195,000 | -15.9% | 3,530 | -12.8% | 0.03% | -19.4% |
| Q2 2018 | $232,000 | +100.0% | 4,050 | +90.6% | 0.04% | +80.0% |
| Q1 2018 | $116,000 | -10.1% | 2,125 | -11.5% | 0.02% | -4.8% |
| Q4 2017 | $129,000 | +6.6% | 2,400 | 0.0% | 0.02% | 0.0% |
| Q3 2017 | $121,000 | -44.7% | 2,400 | -50.0% | 0.02% | -63.2% |
| Q2 2017 | $219,000 | – | 4,800 | – | 0.06% | – |
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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% |