ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 216 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.4%.
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 ↓ |
|---|---|---|---|
| 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% |