ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 258 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $247,627 | -15.1% | 2,790 | -22.0% | 0.01% | -23.1% |
| Q4 2022 | $291,577 | +2.0% | 3,577 | +0.1% | 0.01% | -13.3% |
| Q3 2022 | $286,000 | -11.7% | 3,573 | -7.8% | 0.02% | -28.6% |
| Q2 2022 | $324,000 | -25.5% | 3,876 | -5.9% | 0.02% | -12.5% |
| Q1 2022 | $435,000 | +33.0% | 4,121 | +45.8% | 0.02% | +41.2% |
| Q4 2021 | $327,000 | -9.2% | 2,826 | -19.6% | 0.02% | -19.0% |
| Q3 2021 | $360,000 | -9.8% | 3,516 | -11.0% | 0.02% | -12.5% |
| Q2 2021 | $399,000 | +8.4% | 3,951 | -2.5% | 0.02% | -4.0% |
| Q1 2021 | $368,000 | -12.4% | 4,052 | -14.5% | 0.02% | -19.4% |
| Q4 2020 | $420,000 | +16.7% | 4,740 | +5.4% | 0.03% | 0.0% |
| Q3 2020 | $360,000 | +14.3% | 4,496 | +2.4% | 0.03% | 0.0% |
| Q2 2020 | $315,000 | +25.0% | 4,389 | -0.7% | 0.03% | -8.8% |
| Q1 2020 | $252,000 | -22.9% | 4,422 | -8.4% | 0.03% | -2.9% |
| Q4 2019 | $327,000 | -6.0% | 4,827 | -12.8% | 0.04% | -23.9% |
| Q3 2019 | $348,000 | +0.3% | 5,538 | +0.1% | 0.05% | +2.2% |
| Q2 2019 | $347,000 | +44.0% | 5,535 | +38.6% | 0.04% | +25.0% |
| Q1 2019 | $241,000 | – | 3,994 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Vantage Financial Partners, LLC | 464,658 | $38,892,000 | 22.95% |
| Madison Wealth Partners, Inc | 326,892 | $27,361,000 | 17.38% |
| HILLTOP WEALTH ADVISORS, LLC | 210,626 | $17,629,000 | 17.17% |
| Tennessee Valley Asset Management Partners | 377,060 | $31,560,000 | 12.13% |
| Financial Council, LLC | 105,261 | $8,810,000 | 10.99% |
| Legacy Financial Group LLC | 408,231 | $34,169,000 | 10.78% |
| DOLIVER ADVISORS, LP | 352,235 | $29,482,000 | 10.47% |
| Veracity Capital LLC | 214,699 | $17,970,000 | 9.56% |
| ForthRight Wealth Management, LLC | 197,265 | $16,511,000 | 9.18% |
| Petix & Botte Co | 114,588 | $9,591,000 | 7.06% |