ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 125 filers reported holding ISHARES TR in Q1 2017. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $593,000 | +4.6% | 9,435 | +4.3% | 0.26% | +1.2% |
| Q2 2019 | $567,000 | +8.4% | 9,050 | +4.4% | 0.26% | +6.7% |
| Q1 2019 | $523,000 | +49.4% | 8,670 | +30.6% | 0.24% | +13.8% |
| Q4 2018 | $350,000 | -24.2% | 6,638 | -10.7% | 0.21% | -20.2% |
| Q3 2018 | $462,000 | -43.9% | 7,436 | -48.4% | 0.26% | -36.9% |
| Q2 2018 | $824,000 | +35.1% | 14,409 | +29.1% | 0.42% | +29.1% |
| Q1 2018 | $610,000 | +39.3% | 11,163 | +37.1% | 0.32% | +44.2% |
| Q4 2017 | $438,000 | +6.6% | 8,144 | +0.1% | 0.22% | 0.0% |
| Q3 2017 | $411,000 | +16.4% | 8,138 | +11.1% | 0.22% | +7.7% |
| Q2 2017 | $353,000 | +17.3% | 7,326 | +12.9% | 0.21% | +8.3% |
| Q1 2017 | $301,000 | – | 6,488 | – | 0.19% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HILLTOP WEALTH ADVISORS, LLC | 242,857 | $23,030,163 | 17.82% |
| Tanglewood Legacy Advisors, LLC | 292,457 | $27,733,735 | 16.63% |
| Madison Wealth Partners, Inc | 327,310 | $31,038,780 | 15.70% |
| Tennessee Valley Asset Management Partners | 377,253 | $35,774,844 | 11.76% |
| Veracity Capital LLC | 260,986 | $24,749,311 | 11.48% |
| Legacy Financial Group LLC | 485,559 | $46,045,533,000 | 10.83% |
| Cardinal Strategic Wealth Guidance | 229,317 | $21,746,144 | 10.08% |
| DOLIVER ADVISORS, LP | 335,858 | $31,849,414 | 9.59% |
| DDFG, Inc | 271,196 | $25,717,517 | 9.48% |
| ZRC WEALTH MANAGEMENT, LLC | 106,362 | $10,086,272 | 8.71% |