ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 360 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is 0.06 and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2022 | $220,000 | -8.7% | 2,083 | +0.1% | 0.00% | 0.0% |
Q4 2021 | $241,000 | +12.1% | 2,081 | -0.4% | 0.00% | 0.0% |
Q3 2021 | $215,000 | +2.4% | 2,089 | +0.1% | 0.00% | 0.0% |
Q2 2021 | $210,000 | +412.2% | 2,086 | +274.5% | 0.00% | +100.0% |
Q2 2020 | $41,000 | -88.5% | 557 | -91.0% | 0.00% | -80.0% |
Q1 2020 | $357,000 | +142.9% | 6,217 | +185.8% | 0.01% | +150.0% |
Q4 2019 | $147,000 | +10.5% | 2,175 | +3.0% | 0.00% | 0.0% |
Q3 2019 | $133,000 | 0.0% | 2,112 | 0.0% | 0.00% | 0.0% |
Q2 2019 | $133,000 | +6.4% | 2,112 | +2.8% | 0.00% | 0.0% |
Q1 2019 | $125,000 | +16.8% | 2,054 | +0.5% | 0.00% | 0.0% |
Q4 2018 | $107,000 | -10.1% | 2,044 | +6.7% | 0.00% | 0.0% |
Q3 2018 | $119,000 | +11.2% | 1,916 | +2.6% | 0.00% | 0.0% |
Q2 2018 | $107,000 | +4.9% | 1,867 | 0.0% | 0.00% | 0.0% |
Q1 2018 | $102,000 | -66.2% | 1,867 | -68.8% | 0.00% | -66.7% |
Q3 2017 | $302,000 | +4.9% | 5,985 | 0.0% | 0.01% | 0.0% |
Q2 2017 | $288,000 | – | 5,985 | – | 0.01% | – |
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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% |