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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $995,109 | +8.8% | 7,806 | 0.0% | 0.08% | +19.4% |
| Q1 2024 | $914,941 | +366.3% | 7,806 | +314.1% | 0.07% | +415.4% |
| Q4 2023 | $196,229 | +9.8% | 1,885 | 0.0% | 0.01% | -18.8% |
| Q3 2023 | $178,755 | +383.1% | 1,885 | +440.1% | 0.02% | +433.3% |
| Q1 2022 | $37,000 | -7.5% | 349 | 0.0% | 0.00% | -25.0% |
| Q4 2021 | $40,000 | -45.9% | 349 | -58.2% | 0.00% | -55.6% |
| Q4 2020 | $74,000 | +10.4% | 835 | 0.0% | 0.01% | -10.0% |
| Q3 2020 | $67,000 | +11.7% | 835 | 0.0% | 0.01% | +11.1% |
| Q2 2020 | $60,000 | -11.8% | 835 | -17.2% | 0.01% | -10.0% |
| Q4 2019 | $68,000 | – | 1,009 | – | 0.01% | – |
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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% |