ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 353 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2019 | $5,782,000 | +6.5% | 85,492 | -1.0% | 2.66% | -4.5% |
Q3 2019 | $5,429,000 | -1.6% | 86,360 | -1.9% | 2.78% | -23.7% |
Q2 2019 | $5,520,000 | +3.4% | 88,075 | -0.5% | 3.64% | -13.7% |
Q1 2019 | $5,341,000 | +12.8% | 88,542 | -1.4% | 4.22% | +2.6% |
Q4 2018 | $4,734,000 | -16.6% | 89,825 | -1.7% | 4.12% | +24.1% |
Q3 2018 | $5,674,000 | +8.0% | 91,345 | -0.6% | 3.32% | -5.0% |
Q2 2018 | $5,254,000 | +3.4% | 91,855 | -1.3% | 3.49% | -10.9% |
Q1 2018 | $5,083,000 | +0.5% | 93,092 | -1.0% | 3.92% | +12.4% |
Q4 2017 | $5,056,000 | – | 94,021 | – | 3.49% | – |
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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% |