ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 186 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $469,235 | +9.4% | 4,806 | -0.5% | 0.00% | +100.0% |
| Q1 2023 | $428,943 | +4.9% | 4,832 | -3.6% | 0.00% | -66.7% |
| Q4 2022 | $408,831 | +43.4% | 5,015 | +41.1% | 0.00% | 0.0% |
| Q3 2022 | $285,000 | -4.7% | 3,555 | -0.6% | 0.00% | 0.0% |
| Q2 2022 | $299,000 | -30.3% | 3,575 | -12.0% | 0.00% | -57.1% |
| Q1 2022 | $429,000 | +3.1% | 4,062 | +12.9% | 0.01% | +16.7% |
| Q4 2021 | $416,000 | +19.9% | 3,599 | -34.8% | 0.01% | -70.0% |
| Q3 2019 | $347,000 | +5.8% | 5,516 | +5.4% | 0.02% | -4.8% |
| Q2 2019 | $328,000 | +3.8% | 5,234 | 0.0% | 0.02% | 0.0% |
| Q1 2019 | $316,000 | +14.5% | 5,234 | 0.0% | 0.02% | +16.7% |
| Q4 2018 | $276,000 | -15.1% | 5,234 | 0.0% | 0.02% | -21.7% |
| Q3 2018 | $325,000 | +8.7% | 5,234 | 0.0% | 0.02% | +4.5% |
| Q2 2018 | $299,000 | +4.5% | 5,234 | 0.0% | 0.02% | 0.0% |
| Q1 2018 | $286,000 | +1.8% | 5,234 | 0.0% | 0.02% | +15.8% |
| Q4 2017 | $281,000 | – | 5,234 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Vantage Financial Partners, LLC | 464,658 | $38,892,000 | 22.95% |
| Madison Wealth Partners, Inc | 326,892 | $27,361,000 | 17.38% |
| HILLTOP WEALTH ADVISORS, LLC | 210,626 | $17,629,000 | 17.17% |
| Tennessee Valley Asset Management Partners | 377,060 | $31,560,000 | 12.13% |
| Financial Council, LLC | 105,261 | $8,810,000 | 10.99% |
| Legacy Financial Group LLC | 408,231 | $34,169,000 | 10.78% |
| DOLIVER ADVISORS, LP | 352,235 | $29,482,000 | 10.47% |
| Veracity Capital LLC | 214,699 | $17,970,000 | 9.56% |
| ForthRight Wealth Management, LLC | 197,265 | $16,511,000 | 9.18% |
| Petix & Botte Co | 114,588 | $9,591,000 | 7.06% |