ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 251 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,402,205 | -13.6% | 25,331 | -11.1% | 0.28% | -12.1% |
| Q2 2023 | $2,780,819 | +4.7% | 28,480 | -4.8% | 0.31% | -7.7% |
| Q1 2023 | $2,656,952 | -0.1% | 29,930 | -8.2% | 0.34% | -7.6% |
| Q4 2022 | $2,659,000 | +0.8% | 32,617 | -0.8% | 0.37% | -5.7% |
| Q3 2022 | $2,637,000 | -32.3% | 32,887 | -29.3% | 0.39% | -28.4% |
| Q2 2022 | $3,895,000 | -25.1% | 46,538 | -5.5% | 0.54% | -16.3% |
| Q1 2022 | $5,201,000 | -16.2% | 49,223 | -8.3% | 0.65% | -13.8% |
| Q4 2021 | $6,206,000 | -3.4% | 53,669 | -14.4% | 0.75% | -13.9% |
| Q3 2021 | $6,422,000 | -4.0% | 62,705 | -5.4% | 0.88% | -31.0% |
| Q2 2021 | $6,693,000 | +4.5% | 66,282 | -6.0% | 1.27% | -2.2% |
| Q1 2021 | $6,405,000 | +19.9% | 70,480 | +16.9% | 1.30% | +3.6% |
| Q4 2020 | $5,344,000 | +16.9% | 60,275 | +0.6% | 1.25% | +0.6% |
| Q3 2020 | $4,573,000 | +21.7% | 59,944 | +14.8% | 1.24% | +10.5% |
| Q2 2020 | $3,757,000 | +40.4% | 52,226 | +11.5% | 1.13% | +16.2% |
| Q1 2020 | $2,675,000 | -18.3% | 46,839 | -3.2% | 0.97% | +4.5% |
| Q4 2019 | $3,275,000 | +12.5% | 48,409 | +4.6% | 0.93% | +3.1% |
| Q3 2019 | $2,912,000 | +1.5% | 46,261 | +1.2% | 0.90% | +9.1% |
| Q2 2019 | $2,868,000 | +179.0% | 45,726 | +168.2% | 0.82% | +169.6% |
| Q1 2019 | $1,028,000 | +122.0% | 17,050 | +127.7% | 0.31% | +128.4% |
| Q3 2018 | $463,000 | +16.3% | 7,487 | +7.4% | 0.13% | +5.5% |
| Q2 2018 | $398,000 | +20.2% | 6,969 | +11.1% | 0.13% | +13.4% |
| Q1 2018 | $331,000 | -12.7% | 6,270 | -8.0% | 0.11% | -5.1% |
| Q4 2017 | $379,000 | +42.5% | 6,814 | +31.4% | 0.12% | +16.8% |
| Q3 2017 | $266,000 | +10.8% | 5,184 | +4.4% | 0.10% | -3.8% |
| Q2 2017 | $240,000 | – | 4,964 | – | 0.10% | – |
Download | ||||||
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% |