ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 358 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $2,000 | -71.4% | 23 | -71.2% | 0.00% | -100.0% |
| Q2 2022 | $7,000 | +16.7% | 80 | +40.4% | 0.00% | 0.0% |
| Q1 2022 | $6,000 | -14.3% | 57 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $7,000 | +16.7% | 57 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $6,000 | 0.0% | 57 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $6,000 | +20.0% | 57 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $5,000 | -80.0% | 57 | -80.1% | 0.00% | -66.7% |
| Q4 2020 | $25,000 | -43.2% | 286 | -47.9% | 0.00% | -57.1% |
| Q3 2020 | $44,000 | -4.3% | 549 | -14.1% | 0.01% | -12.5% |
| Q2 2020 | $46,000 | -14.8% | 639 | -32.4% | 0.01% | -33.3% |
| Q1 2020 | $54,000 | -11.5% | 945 | +4.2% | 0.01% | 0.0% |
| Q4 2019 | $61,000 | +7.0% | 907 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $57,000 | 0.0% | 907 | 0.0% | 0.01% | -7.7% |
| Q2 2019 | $57,000 | +3.6% | 907 | 0.0% | 0.01% | -13.3% |
| Q1 2019 | $55,000 | -1.8% | 907 | 0.0% | 0.02% | -16.7% |
| Q3 2018 | $56,000 | +7.7% | 907 | 0.0% | 0.02% | 0.0% |
| Q2 2018 | $52,000 | +4.0% | 907 | 0.0% | 0.02% | -5.3% |
| Q1 2018 | $50,000 | +2.0% | 907 | 0.0% | 0.02% | 0.0% |
| Q4 2017 | $49,000 | – | 907 | – | 0.02% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| DOLIVER ADVISORS, LP | 497,864 | $57,667,000 | 18.02% |
| Madison Wealth Partners, Inc | 284,803 | $32,935,000 | 16.56% |
| Legacy Financial Group LLC | 335,565 | $37,550,000 | 16.14% |
| Financial Council, LLC | 106,646 | $12,333,000 | 14.74% |
| Tennessee Valley Asset Management Partners | 350,633 | $40,547,000 | 13.54% |
| ForthRight Wealth Management, LLC | 182,749 | $21,133,000 | 11.55% |
| Vantage Financial Partners, LLC | 251,397 | $29,072,000 | 11.38% |
| Mascoma Wealth Management LLC | 248,716 | $28,762,000 | 9.95% |
| Veracity Capital LLC | 196,948 | $22,775,000 | 9.14% |
| WJ Wealth Management, LLC | 127,037 | $14,689,000 | 8.78% |