ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 216 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,428,235 | -3.3% | 15,061 | -0.4% | 0.35% | -1.4% |
| Q2 2023 | $1,476,219 | -0.6% | 15,119 | -9.6% | 0.35% | -5.9% |
| Q1 2023 | $1,484,945 | -38.1% | 16,728 | -43.1% | 0.37% | -42.5% |
| Q4 2022 | $2,397,503 | +119.4% | 29,410 | +115.7% | 0.65% | +104.7% |
| Q3 2022 | $1,093,000 | -9.0% | 13,634 | -5.0% | 0.32% | -7.6% |
| Q2 2022 | $1,201,000 | -10.3% | 14,349 | +13.2% | 0.34% | +0.9% |
| Q1 2022 | $1,339,000 | -9.8% | 12,677 | -1.3% | 0.34% | -7.8% |
| Q4 2021 | $1,485,000 | +4.8% | 12,842 | -7.2% | 0.37% | -2.6% |
| Q3 2021 | $1,417,000 | -17.6% | 13,839 | -18.7% | 0.38% | -19.3% |
| Q2 2021 | $1,719,000 | +7.0% | 17,024 | -3.8% | 0.47% | -4.3% |
| Q1 2021 | $1,607,000 | -1.8% | 17,704 | -4.1% | 0.49% | -5.7% |
| Q4 2020 | $1,637,000 | +4.8% | 18,457 | -5.5% | 0.52% | -3.5% |
| Q3 2020 | $1,562,000 | -28.6% | 19,531 | -35.9% | 0.54% | -32.7% |
| Q2 2020 | $2,189,000 | +24.2% | 30,456 | -1.3% | 0.80% | +9.1% |
| Q1 2020 | $1,762,000 | -28.5% | 30,856 | -15.3% | 0.74% | -18.5% |
| Q4 2019 | $2,465,000 | +6.8% | 36,446 | -0.7% | 0.90% | -2.6% |
| Q3 2019 | $2,307,000 | +1.1% | 36,696 | +0.8% | 0.93% | -2.6% |
| Q2 2019 | $2,283,000 | -4.4% | 36,420 | -8.0% | 0.95% | -13.0% |
| Q1 2019 | $2,387,000 | +7.9% | 39,570 | -5.8% | 1.10% | -9.9% |
| Q4 2018 | $2,213,000 | -11.8% | 41,988 | +3.9% | 1.22% | -5.0% |
| Q3 2018 | $2,510,000 | +1.1% | 40,400 | -6.9% | 1.28% | -6.1% |
| Q2 2018 | $2,482,000 | +6.0% | 43,400 | +1.2% | 1.36% | +1.5% |
| Q1 2018 | $2,342,000 | +1.4% | 42,885 | -0.2% | 1.34% | +1.2% |
| Q4 2017 | $2,310,000 | – | 42,965 | – | 1.33% | – |
Download | ||||||
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% |