ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 363 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
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 ↓ |
|---|---|---|---|
| DOLIVER ADVISORS, LP | 605,472 | $71,549,000 | 23.74% |
| Tennessee Valley Asset Management Partners | 329,871 | $33,000 | 15.64% |
| Madison Wealth Partners, Inc | 262,585 | $26,516,000 | 15.18% |
| Legacy Financial Group LLC | 453,289 | $45,773,000 | 13.82% |
| ForthRight Wealth Management, LLC | 185,777 | $18,760,000 | 11.90% |
| Mascoma Wealth Management LLC | 241,697 | $24,407,000 | 10.43% |
| IRONWOOD WEALTH MANAGEMENT, INC. | 128,778 | $13,004,000 | 9.33% |
| Petix & Botte Co | 93,854 | $9,477,000 | 6.61% |
| Elevation Capital Advisory, LLC | 95,991 | $9,694,000 | 5.44% |
| Advanced Asset Management Advisors Inc | 239,600 | $24,195,000 | 5.12% |