ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 251 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $386,433 | -2.9% | 4,075 | 0.0% | 0.10% | +1.0% |
| Q2 2023 | $397,883 | +10.0% | 4,075 | 0.0% | 0.10% | +5.5% |
| Q1 2023 | $361,738 | +8.9% | 4,075 | 0.0% | 0.09% | +5.8% |
| Q4 2022 | $332,194 | +1.6% | 4,075 | 0.0% | 0.09% | -6.5% |
| Q3 2022 | $327,000 | -4.1% | 4,075 | 0.0% | 0.09% | +1.1% |
| Q2 2022 | $341,000 | -20.9% | 4,075 | 0.0% | 0.09% | -9.0% |
| Q1 2022 | $431,000 | -8.5% | 4,075 | 0.0% | 0.10% | -12.3% |
| Q4 2021 | $471,000 | +12.9% | 4,075 | 0.0% | 0.11% | -1.7% |
| Q3 2021 | $417,000 | +1.5% | 4,075 | 0.0% | 0.12% | 0.0% |
| Q2 2021 | $411,000 | +11.1% | 4,075 | 0.0% | 0.12% | -5.7% |
| Q1 2021 | $370,000 | +2.5% | 4,075 | 0.0% | 0.12% | -6.8% |
| Q4 2020 | $361,000 | +4.3% | 4,075 | -5.8% | 0.13% | -11.4% |
| Q3 2020 | $346,000 | -17.6% | 4,325 | -26.0% | 0.15% | -23.2% |
| Q2 2020 | $420,000 | +8.2% | 5,845 | -14.1% | 0.19% | -9.3% |
| Q1 2020 | $388,000 | -1.8% | 6,805 | +16.6% | 0.21% | +37.2% |
| Q4 2019 | $395,000 | +6.8% | 5,835 | -0.8% | 0.16% | -1.3% |
| Q3 2019 | $370,000 | +0.3% | 5,885 | 0.0% | 0.16% | -38.5% |
| Q2 2019 | $369,000 | -0.3% | 5,885 | -4.1% | 0.26% | -4.8% |
| Q1 2019 | $370,000 | +24.6% | 6,135 | +8.9% | 0.27% | +18.4% |
| Q4 2018 | $297,000 | – | 5,635 | – | 0.23% | – |
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% |