ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 357 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $7,000 | +16.7% | 87 | +26.1% | 0.00% | 0.0% |
| Q2 2022 | $6,000 | -14.3% | 69 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $7,000 | -12.5% | 69 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $8,000 | -27.3% | 69 | -37.3% | 0.00% | 0.0% |
| Q3 2021 | $11,000 | -66.7% | 110 | -66.0% | 0.00% | -75.0% |
| Q2 2021 | $33,000 | 0.0% | 324 | -11.7% | 0.00% | -20.0% |
| Q1 2021 | $33,000 | +13.8% | 367 | +13.3% | 0.01% | 0.0% |
| Q4 2020 | $29,000 | +11.5% | 324 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $26,000 | +4.0% | 324 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $25,000 | -3.8% | 324 | -19.2% | 0.01% | -28.6% |
| Q1 2020 | $26,000 | -86.7% | 401 | -85.1% | 0.01% | -84.8% |
| Q4 2019 | $195,000 | – | 2,695 | – | 0.05% | – |
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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% |