ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 197 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $978,000 | +51.2% | 15,596 | +53.4% | 2.00% | +225.9% |
| Q2 2019 | $647,000 | -38.4% | 10,169 | -41.6% | 0.61% | -28.1% |
| Q1 2019 | $1,051,000 | +78.1% | 17,419 | +55.7% | 0.85% | +45.9% |
| Q4 2018 | $590,000 | -35.7% | 11,191 | -24.3% | 0.58% | -25.8% |
| Q3 2018 | $917,000 | +30.8% | 14,781 | +34.2% | 0.79% | +5.8% |
| Q2 2018 | $701,000 | +68.9% | 11,014 | +44.2% | 0.74% | +85.5% |
| Q1 2018 | $415,000 | +53.7% | 7,638 | +58.4% | 0.40% | +64.3% |
| Q4 2017 | $270,000 | – | 4,821 | – | 0.24% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HILLTOP WEALTH ADVISORS, LLC | 242,857 | $23,030,163 | 17.82% |
| Tanglewood Legacy Advisors, LLC | 292,457 | $27,733,735 | 16.63% |
| Madison Wealth Partners, Inc | 327,310 | $31,038,780 | 15.70% |
| Tennessee Valley Asset Management Partners | 377,253 | $35,774,844 | 11.76% |
| Veracity Capital LLC | 260,986 | $24,749,311 | 11.48% |
| Legacy Financial Group LLC | 485,559 | $46,045,533,000 | 10.83% |
| Cardinal Strategic Wealth Guidance | 229,317 | $21,746,144 | 10.08% |
| DOLIVER ADVISORS, LP | 335,858 | $31,849,414 | 9.59% |
| DDFG, Inc | 271,196 | $25,717,517 | 9.48% |
| ZRC WEALTH MANAGEMENT, LLC | 106,362 | $10,086,272 | 8.71% |