ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 258 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $523,082 | -4.0% | 5,516 | -1.1% | 0.02% | +15.8% |
| Q2 2023 | $544,636 | +10.0% | 5,578 | 0.0% | 0.02% | 0.0% |
| Q1 2023 | $495,159 | +7.9% | 5,578 | -0.9% | 0.02% | 0.0% |
| Q4 2022 | $459,039 | -52.7% | 5,631 | -53.5% | 0.02% | -56.8% |
| Q3 2022 | $971,000 | -4.3% | 12,115 | -0.2% | 0.04% | -4.3% |
| Q2 2022 | $1,015,000 | -33.4% | 12,138 | -15.8% | 0.05% | -24.6% |
| Q1 2022 | $1,523,000 | -8.7% | 14,419 | -0.1% | 0.06% | -28.2% |
| Q4 2021 | $1,668,000 | +4.8% | 14,431 | -8.5% | 0.08% | +6.2% |
| Q2 2021 | $1,591,748 | +15.7% | 15,763 | +4.0% | 0.08% | +1.3% |
| Q1 2021 | $1,376,013 | -4.2% | 15,156 | -6.4% | 0.08% | -16.8% |
| Q4 2020 | $1,436,157 | +10.7% | 16,193 | -0.2% | 0.10% | -8.7% |
| Q3 2020 | $1,297,196 | +9.5% | 16,219 | -1.6% | 0.10% | +3.0% |
| Q2 2020 | $1,184,223 | +24.6% | 16,475 | -1.1% | 0.10% | -2.9% |
| Q1 2020 | $950,777 | -14.2% | 16,654 | +1.6% | 0.10% | +9.5% |
| Q4 2019 | $1,108,687 | +7.0% | 16,391 | -0.6% | 0.10% | -4.0% |
| Q3 2019 | $1,036,286 | -0.0% | 16,483 | -14.2% | 0.10% | +5.3% |
| Q2 2019 | $1,036,710 | +24.4% | 19,209 | +39.0% | 0.09% | +3.3% |
| Q1 2019 | $833,502 | +13.0% | 13,818 | -1.3% | 0.09% | -5.2% |
| Q4 2018 | $737,589 | -15.2% | 13,996 | 0.0% | 0.10% | -3.0% |
| Q3 2018 | $869,432 | +8.6% | 13,996 | 0.0% | 0.10% | -4.8% |
| Q2 2018 | $800,571 | +4.7% | 13,996 | 0.0% | 0.10% | -7.1% |
| Q1 2018 | $764,462 | +1.6% | 13,996 | 0.0% | 0.11% | +3.7% |
| Q4 2017 | $752,565 | +6.5% | 13,996 | 0.0% | 0.11% | -5.3% |
| Q3 2017 | $706,518 | -9.0% | 13,996 | -13.2% | 0.11% | -21.9% |
| Q2 2017 | $776,791 | -28.5% | 16,116 | -31.2% | 0.15% | -38.9% |
| Q1 2017 | $1,085,849 | – | 23,412 | – | 0.24% | – |
Download | ||||||
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% |