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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $274,000 | -1.4% | 2,597 | +8.0% | 0.07% | -16.5% |
| Q4 2021 | $278,000 | +13.0% | 2,404 | +0.1% | 0.08% | -2.5% |
| Q3 2021 | $246,000 | +1.7% | 2,402 | +0.1% | 0.08% | 0.0% |
| Q2 2021 | $242,000 | +9.5% | 2,400 | -1.2% | 0.08% | -4.7% |
| Q1 2021 | $221,000 | +2.8% | 2,430 | +0.3% | 0.08% | -25.4% |
| Q4 2020 | $215,000 | +975.0% | 2,422 | +580.3% | 0.11% | +714.3% |
| Q2 2018 | $20,000 | – | 356 | – | 0.01% | – |
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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% |