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 | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $242,000 | +26.7% | 3,360 | 0.0% | 0.14% | +19.1% |
| Q1 2020 | $191,000 | -15.9% | 3,360 | 0.0% | 0.12% | +1.8% |
| Q4 2019 | $227,000 | -15.6% | 3,360 | 0.0% | 0.11% | -17.5% |
| Q3 2019 | $269,000 | +27.5% | 3,360 | 0.0% | 0.14% | -3.5% |
| Q2 2019 | $211,000 | +4.5% | 3,360 | 0.0% | 0.14% | -4.7% |
| Q1 2019 | $202,000 | +14.1% | 3,360 | 0.0% | 0.15% | -12.4% |
| Q4 2018 | $177,000 | -15.3% | 3,360 | 0.0% | 0.17% | -9.6% |
| Q3 2018 | $209,000 | +8.9% | 3,360 | 0.0% | 0.19% | +11.2% |
| Q2 2018 | $192,000 | – | 3,360 | – | 0.17% | – |
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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% |