ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 287 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.4%.
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 ↓ |
|---|---|---|---|
| Mascoma Wealth Management LLC | 266,258 | $15,230,000 | 10.72% |
| Financial Partners Group, Inc | 152,263 | $8,709,000 | 6.39% |
| F3Logic, LLC | 141,368 | $8,111,000 | 5.79% |
| GM Advisory Group, LLC | 287,737 | $16,459,000 | 4.89% |
| Community Financial Services Group, LLC | 221,655 | $12,679,000 | 4.54% |
| Advanced Asset Management Advisors Inc | 239,600 | $13,705,000 | 4.42% |
| Integrated Wealth Concepts LLC | 178,021 | $10,240,000 | 3.50% |
| Portfolio Strategies, Inc. | 91,855 | $5,254,000 | 3.49% |
| ALLEGHANY CORP /DE | 1,512,000 | $86,486,000 | 2.22% |
| Ford Financial Group, LLC | 42,645 | $2,452,000 | 1.79% |