ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 216 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $14,091,000 | -6.6% | 208,261 | -13.2% | 0.10% | -12.6% |
| Q3 2019 | $15,093,000 | -0.5% | 240,025 | -0.8% | 0.11% | -4.3% |
| Q2 2019 | $15,165,000 | +13.0% | 241,865 | +8.8% | 0.12% | +5.5% |
| Q1 2019 | $13,417,000 | +18.7% | 222,399 | +3.7% | 0.11% | -0.9% |
| Q4 2018 | $11,306,000 | -70.1% | 214,510 | -64.8% | 0.11% | -70.9% |
| Q3 2018 | $37,871,000 | +16.9% | 609,654 | +7.7% | 0.38% | -14.2% |
| Q2 2018 | $32,387,000 | +145.6% | 566,198 | +134.5% | 0.44% | +145.9% |
| Q1 2018 | $13,185,000 | -15.6% | 241,425 | -16.9% | 0.18% | -13.4% |
| Q4 2017 | $15,631,000 | +8.4% | 290,677 | +1.7% | 0.21% | -7.9% |
| Q3 2017 | $14,425,000 | +10.1% | 285,749 | +5.2% | 0.23% | -1.3% |
| Q2 2017 | $13,099,000 | +22.2% | 271,744 | +17.5% | 0.23% | +6.0% |
| Q1 2017 | $10,721,000 | +3.0% | 231,175 | -4.7% | 0.22% | -7.7% |
| Q4 2016 | $10,409,000 | +5.7% | 242,511 | +4.8% | 0.24% | -0.8% |
| Q3 2016 | $9,846,000 | +15.2% | 231,404 | +121.1% | 0.24% | +5.3% |
| Q2 2016 | $8,547,000 | – | 104,668 | – | 0.22% | – |
Download | ||||||
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% |