ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 216 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2021 | $303,000 | -3.5% | 3,002 | -31.6% | 0.02% | -12.5% |
Q2 2020 | $314,000 | -95.3% | 4,387 | -96.2% | 0.02% | -97.0% |
Q1 2020 | $6,664,000 | -17.6% | 116,671 | -2.5% | 0.80% | +149.7% |
Q4 2019 | $8,089,000 | +17.2% | 119,704 | +9.0% | 0.32% | -55.2% |
Q3 2019 | $6,902,000 | +6.2% | 109,777 | +5.9% | 0.71% | +8.8% |
Q2 2019 | $6,497,000 | +17.3% | 103,652 | +12.9% | 0.66% | +7.5% |
Q1 2019 | $5,538,000 | +40.2% | 91,803 | +22.4% | 0.61% | +23.7% |
Q4 2018 | $3,951,000 | -0.6% | 74,978 | +17.1% | 0.49% | +14.7% |
Q3 2018 | $3,976,000 | +23.0% | 64,012 | +13.3% | 0.43% | +83.0% |
Q2 2018 | $3,232,000 | +32.2% | 56,503 | +26.2% | 0.24% | +23.7% |
Q1 2018 | $2,445,000 | +74.3% | 44,755 | +71.5% | 0.19% | +74.3% |
Q4 2017 | $1,403,000 | +104.8% | 26,090 | +92.2% | 0.11% | +78.7% |
Q3 2017 | $685,000 | +47.6% | 13,577 | +35.1% | 0.06% | -14.1% |
Q2 2017 | $464,000 | 0.0% | 10,046 | 0.0% | 0.07% | +51.1% |
Q1 2017 | $464,000 | – | 10,046 | – | 0.05% | – |
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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% |