ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 186 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $175,000 | -8.4% | 1,652 | 0.0% | 0.04% | 0.0% |
| Q4 2021 | $191,000 | +13.0% | 1,652 | 0.0% | 0.04% | +5.3% |
| Q3 2021 | $169,000 | +1.2% | 1,652 | 0.0% | 0.04% | 0.0% |
| Q2 2021 | $167,000 | +11.3% | 1,652 | 0.0% | 0.04% | +2.7% |
| Q1 2021 | $150,000 | +2.0% | 1,652 | 0.0% | 0.04% | +37.0% |
| Q4 2020 | $147,000 | -8.7% | 1,652 | -18.0% | 0.03% | -20.6% |
| Q3 2020 | $161,000 | +11.0% | 2,015 | 0.0% | 0.03% | +9.7% |
| Q2 2020 | $145,000 | +64.8% | 2,015 | +30.9% | 0.03% | +34.8% |
| Q1 2020 | $88,000 | -15.4% | 1,539 | 0.0% | 0.02% | +4.5% |
| Q4 2019 | $104,000 | -54.4% | 1,539 | -57.6% | 0.02% | -45.0% |
| Q3 2019 | $228,000 | +100.0% | 3,633 | +82.1% | 0.04% | +53.8% |
| Q2 2019 | $114,000 | -5.0% | 1,995 | 0.0% | 0.03% | +13.0% |
| Q1 2019 | $120,000 | +14.3% | 1,995 | 0.0% | 0.02% | 0.0% |
| Q4 2018 | $105,000 | -15.3% | 1,995 | 0.0% | 0.02% | -8.0% |
| Q3 2018 | $124,000 | +8.8% | 1,995 | 0.0% | 0.02% | 0.0% |
| Q2 2018 | $114,000 | +65.2% | 1,995 | +57.2% | 0.02% | +66.7% |
| Q1 2018 | $69,000 | +40.8% | 1,269 | +40.1% | 0.02% | +25.0% |
| Q4 2017 | $49,000 | – | 906 | – | 0.01% | – |
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% |