ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 353 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2020 | $538,000 | +26.6% | 7,497 | +0.5% | 0.22% | +4.2% |
Q1 2020 | $425,000 | -18.4% | 7,457 | -3.2% | 0.22% | +1.4% |
Q4 2019 | $521,000 | -1.3% | 7,705 | -8.3% | 0.21% | -8.2% |
Q3 2019 | $528,000 | +10.2% | 8,402 | +9.9% | 0.23% | +8.9% |
Q2 2019 | $479,000 | +4.8% | 7,644 | +0.8% | 0.21% | +1.9% |
Q1 2019 | $457,000 | +75.1% | 7,584 | +53.2% | 0.21% | +52.6% |
Q4 2018 | $261,000 | -16.9% | 4,949 | -2.3% | 0.14% | -8.7% |
Q3 2018 | $314,000 | +10.2% | 5,063 | +1.5% | 0.15% | +4.9% |
Q2 2018 | $285,000 | +9.2% | 4,986 | +4.2% | 0.14% | +7.5% |
Q1 2018 | $261,000 | – | 4,783 | – | 0.13% | – |
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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% |