Fusion Family Wealth LLC - ISHARES TR ownership

ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 197 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Fusion Family Wealth LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2021$39,000
+2.6%
4300.0%0.01%
-14.3%
Q4 2020$38,000
+11.8%
4300.0%0.01%0.0%
Q3 2020$34,000
+9.7%
4300.0%0.01%0.0%
Q2 2020$31,000
+24.0%
4300.0%0.01%0.0%
Q1 2020$25,000
-13.8%
4300.0%0.01%0.0%
Q4 2019$29,000
+7.4%
4300.0%0.01%0.0%
Q3 2019$27,0000.0%4300.0%0.01%0.0%
Q2 2019$27,000
+3.8%
4300.0%0.01%0.0%
Q1 2019$26,000
-13.3%
430
-25.3%
0.01%
-22.2%
Q4 2018$30,000
-16.7%
5760.0%0.01%
-10.0%
Q3 2018$36,000
+9.1%
5760.0%0.01%
+11.1%
Q2 2018$33,000
+6.5%
5760.0%0.01%
-10.0%
Q1 2018$31,000
-39.2%
576
-39.7%
0.01%
-23.1%
Q4 2017$51,000
+6.2%
9560.0%0.01%
-18.8%
Q3 2017$48,000
-48.9%
956
-51.1%
0.02%
-50.0%
Q2 2017$94,000
+3.3%
1,9560.0%0.03%
-5.9%
Q1 2017$91,0001,9560.03%
Other shareholders
ISHARES TR shareholders Q1 2018
NameSharesValueWeighting ↓
HILLTOP WEALTH ADVISORS, LLC 242,857$23,030,16317.82%
Tanglewood Legacy Advisors, LLC 292,457$27,733,73516.63%
Madison Wealth Partners, Inc 327,310$31,038,78015.70%
Tennessee Valley Asset Management Partners 377,253$35,774,84411.76%
Veracity Capital LLC 260,986$24,749,31111.48%
Legacy Financial Group LLC 485,559$46,045,533,00010.83%
Cardinal Strategic Wealth Guidance 229,317$21,746,14410.08%
DOLIVER ADVISORS, LP 335,858$31,849,4149.59%
DDFG, Inc 271,196$25,717,5179.48%
ZRC WEALTH MANAGEMENT, LLC 106,362$10,086,2728.71%
View complete list of ISHARES TR shareholders