ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 350 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is 0.56 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $1,005,000 | +16.5% | 8,690 | +3.1% | 0.38% | +6.2% |
| Q3 2021 | $863,000 | +3.4% | 8,432 | +2.0% | 0.35% | +3.2% |
| Q2 2021 | $835,000 | +13.6% | 8,268 | +2.1% | 0.34% | +1.5% |
| Q1 2021 | $735,000 | +2.8% | 8,101 | +0.5% | 0.34% | -2.0% |
| Q4 2020 | $715,000 | +10.0% | 8,059 | -0.9% | 0.34% | -13.8% |
| Q3 2020 | $650,000 | -9.1% | 8,131 | -18.2% | 0.40% | -10.3% |
| Q2 2020 | $715,000 | +18.6% | 9,944 | -5.8% | 0.45% | -43.4% |
| Q1 2020 | $603,000 | – | 10,557 | – | 0.79% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Mascoma Wealth Management LLC | 266,258 | $15,230,000 | 10.72% |
| Financial Partners Group, Inc | 152,263 | $8,709,000 | 6.39% |
| F3Logic, LLC | 141,368 | $8,111,000 | 5.79% |
| GM Advisory Group, LLC | 287,737 | $16,459,000 | 4.89% |
| Community Financial Services Group, LLC | 221,655 | $12,679,000 | 4.54% |
| Advanced Asset Management Advisors Inc | 239,600 | $13,705,000 | 4.42% |
| Integrated Wealth Concepts LLC | 178,021 | $10,240,000 | 3.50% |
| Portfolio Strategies, Inc. | 91,855 | $5,254,000 | 3.49% |
| ALLEGHANY CORP /DE | 1,512,000 | $86,486,000 | 2.22% |
| Ford Financial Group, LLC | 42,645 | $2,452,000 | 1.79% |