ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 350 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is 0.56 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $447,582 | +9.8% | 3,511 | -2.8% | 0.01% | -6.7% |
| Q1 2024 | $407,655 | +11.0% | 3,613 | +2.4% | 0.02% | 0.0% |
| Q4 2023 | $367,287 | -71.4% | 3,528 | -73.9% | 0.02% | -74.6% |
| Q3 2023 | $1,284,102 | +5036.4% | 13,541 | -46.3% | 0.06% | +1866.7% |
| Q1 2020 | $25,000 | -7.4% | 25,216 | -0.1% | 0.00% | 0.0% |
| Q4 2019 | $27,000 | +3.8% | 25,242 | +1.8% | 0.00% | 0.0% |
| Q3 2019 | $26,000 | – | 24,793 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Mascoma Wealth Management LLC | 266,258 | $15,230,000 | 10.72% |
| Financial Partners Group, Inc | 152,263 | $8,709,000 | 6.39% |
| F3Logic, LLC | 141,368 | $8,111,000 | 5.79% |
| GM Advisory Group, LLC | 287,737 | $16,459,000 | 4.89% |
| Community Financial Services Group, LLC | 221,655 | $12,679,000 | 4.54% |
| Advanced Asset Management Advisors Inc | 239,600 | $13,705,000 | 4.42% |
| Integrated Wealth Concepts LLC | 178,021 | $10,240,000 | 3.50% |
| Portfolio Strategies, Inc. | 91,855 | $5,254,000 | 3.49% |
| ALLEGHANY CORP /DE | 1,512,000 | $86,486,000 | 2.22% |
| Ford Financial Group, LLC | 42,645 | $2,452,000 | 1.79% |