ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 272 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,402,406 | -3.2% | 35,879 | -0.3% | 0.33% | -4.3% |
| Q2 2023 | $3,515,528 | +9.7% | 36,005 | -0.3% | 0.35% | -7.9% |
| Q1 2023 | $3,205,041 | +8.0% | 36,105 | -0.9% | 0.38% | +7.4% |
| Q4 2022 | $2,968,551 | +633.0% | 36,415 | +621.8% | 0.35% | +576.9% |
| Q3 2022 | $405,000 | +710.0% | 5,045 | +740.8% | 0.05% | +766.7% |
| Q2 2022 | $50,000 | -20.6% | 600 | 0.0% | 0.01% | -14.3% |
| Q1 2022 | $63,000 | -8.7% | 600 | 0.0% | 0.01% | -12.5% |
| Q4 2021 | $69,000 | +13.1% | 600 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $61,000 | 0.0% | 600 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $61,000 | +13.0% | 600 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $54,000 | +5.9% | 600 | +3.8% | 0.01% | 0.0% |
| Q4 2020 | $51,000 | +112.5% | 578 | +92.7% | 0.01% | +60.0% |
| Q3 2020 | $24,000 | +9.1% | 300 | 0.0% | 0.01% | +25.0% |
| Q2 2020 | $22,000 | +29.4% | 300 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $17,000 | -15.0% | 300 | 0.0% | 0.00% | -20.0% |
| Q4 2019 | $20,000 | -9.1% | 300 | -12.8% | 0.01% | -16.7% |
| Q3 2019 | $22,000 | 0.0% | 344 | 0.0% | 0.01% | -14.3% |
| Q2 2019 | $22,000 | +22.2% | 344 | +14.7% | 0.01% | 0.0% |
| Q1 2019 | $18,000 | +12.5% | 300 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $16,000 | – | 300 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| DOLIVER ADVISORS, LP | 497,864 | $57,667,000 | 18.02% |
| Madison Wealth Partners, Inc | 284,803 | $32,935,000 | 16.56% |
| Legacy Financial Group LLC | 335,565 | $37,550,000 | 16.14% |
| Financial Council, LLC | 106,646 | $12,333,000 | 14.74% |
| Tennessee Valley Asset Management Partners | 350,633 | $40,547,000 | 13.54% |
| ForthRight Wealth Management, LLC | 182,749 | $21,133,000 | 11.55% |
| Vantage Financial Partners, LLC | 251,397 | $29,072,000 | 11.38% |
| Mascoma Wealth Management LLC | 248,716 | $28,762,000 | 9.95% |
| Veracity Capital LLC | 196,948 | $22,775,000 | 9.14% |
| WJ Wealth Management, LLC | 127,037 | $14,689,000 | 8.78% |