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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $505,539 | -2.9% | 5,331 | 0.0% | 0.04% | -4.7% |
| Q2 2023 | $520,519 | +10.0% | 5,331 | 0.0% | 0.04% | 0.0% |
| Q1 2023 | $473,233 | +8.9% | 5,331 | 0.0% | 0.04% | -6.5% |
| Q4 2022 | $434,583 | -9.7% | 5,331 | -11.0% | 0.05% | -24.6% |
| Q3 2022 | $481,000 | +7.8% | 5,993 | +12.4% | 0.06% | -12.9% |
| Q2 2022 | $446,000 | -37.2% | 5,331 | -20.6% | 0.07% | -16.7% |
| Q1 2022 | $710,000 | -8.6% | 6,718 | 0.0% | 0.08% | +21.7% |
| Q4 2021 | $777,000 | -46.0% | 6,718 | -66.4% | 0.07% | -74.1% |
| Q2 2020 | $1,438,000 | +25.9% | 20,000 | 0.0% | 0.27% | -14.5% |
| Q1 2020 | $1,142,000 | -15.6% | 20,000 | 0.0% | 0.31% | -25.8% |
| Q4 2019 | $1,353,000 | -91.8% | 20,000 | -93.0% | 0.42% | -91.4% |
| Q2 2018 | $16,459,000 | +5.8% | 287,737 | +1.0% | 4.89% | +4.1% |
| Q1 2018 | $15,560,000 | +0.3% | 284,875 | -1.2% | 4.70% | +11.3% |
| Q4 2017 | $15,509,000 | +7.6% | 288,431 | +1.0% | 4.22% | -3.8% |
| Q3 2017 | $14,411,000 | +6.0% | 285,483 | +1.2% | 4.39% | +2.5% |
| Q2 2017 | $13,596,000 | – | 282,080 | – | 4.28% | – |
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% |