ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 216 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $2,126,000 | +8.6% | 34,220 | 0.0% | 0.48% | -1.2% |
| Q2 2018 | $1,957,000 | +4.7% | 34,220 | 0.0% | 0.49% | -2.0% |
| Q1 2018 | $1,869,000 | -1.4% | 34,220 | -3.0% | 0.50% | -2.0% |
| Q4 2017 | $1,896,000 | +7.7% | 35,270 | +1.1% | 0.51% | +2.0% |
| Q3 2017 | $1,760,000 | +48.8% | 34,870 | +42.0% | 0.50% | +26.2% |
| Q2 2017 | $1,183,000 | – | 24,550 | – | 0.40% | – |
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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% |