ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 146 filers reported holding ISHARES TR in Q3 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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Mascoma Wealth Management LLC | 168,247 | $8,493,000 | 5.67% |
| GM Advisory Group, LLC | 285,483 | $14,411,000 | 4.39% |
| Community Financial Services Group, LLC | 208,159 | $10,508,000 | 4.30% |
| Kingfisher Capital LLC | 44,150 | $2,229,000 | 1.48% |
| LPL Financial LLC | 8,261,353 | $417,033,000 | 1.47% |
| TRUE Private Wealth Advisors | 117,981 | $5,955,000 | 1.34% |
| Neumann Capital Management, LLC | 36,146 | $1,825,000 | 1.13% |
| HOLLENCREST CAPITAL MANAGEMENT | 151,850 | $7,665,000 | 1.06% |
| Steinberg Global Asset Management | 140,173 | $7,076,000 | 1.04% |
| Ullmann Wealth Partners Group, LLC | 22,656 | $964,000 | 0.96% |