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 2023 | $284,397 | -18.7% | 2,999 | -1.1% | 0.03% | -18.2% |
| Q4 2021 | $350,000 | -1.4% | 3,033 | +42.6% | 0.03% | -23.3% |
| Q1 2019 | $355,000 | -99.1% | 2,127 | -99.9% | 0.04% | -91.5% |
| Q3 2018 | $40,146,000 | +558.0% | 2,051,880 | +484.7% | 0.50% | +631.9% |
| Q2 2018 | $6,101,000 | +97.5% | 350,937 | +506.3% | 0.07% | -88.3% |
| Q1 2018 | $3,089,000 | +4.9% | 57,880 | +9.6% | 0.59% | +6.7% |
| Q4 2017 | $2,944,000 | +43.5% | 52,833 | +31.6% | 0.55% | +29.9% |
| Q3 2017 | $2,051,000 | -6.1% | 40,146 | -10.9% | 0.42% | -13.3% |
| Q2 2017 | $2,184,000 | +44.2% | 45,063 | +37.4% | 0.49% | +30.7% |
| Q1 2017 | $1,515,000 | – | 32,791 | – | 0.38% | – |
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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% |