ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 151 filers reported holding ISHARES TR in Q2 2017. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2018 | $5,656,000 | +7.6% | 98,885 | +2.7% | 0.50% | +2.0% |
| Q1 2018 | $5,258,000 | +2.0% | 96,270 | +0.4% | 0.50% | -2.4% |
| Q4 2017 | $5,155,000 | -1.2% | 95,887 | -7.3% | 0.51% | -10.6% |
| Q3 2017 | $5,219,000 | +2.3% | 103,407 | -2.3% | 0.57% | -2.4% |
| Q2 2017 | $5,100,000 | -8.4% | 105,827 | -11.8% | 0.58% | -14.7% |
| Q1 2017 | $5,565,000 | -1.9% | 119,997 | -9.2% | 0.68% | -6.6% |
| Q4 2016 | $5,671,000 | – | 132,152 | – | 0.73% | – |
Download | ||||||
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% |