ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 197 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,516,745 | -49.2% | 15,935 | -47.9% | 0.17% | -47.7% |
| Q2 2023 | $2,988,042 | +14.4% | 30,603 | +4.0% | 0.32% | +8.7% |
| Q1 2023 | $2,611,371 | +11.7% | 29,417 | +2.6% | 0.30% | -2.6% |
| Q4 2022 | $2,337,901 | +6.2% | 28,668 | +4.4% | 0.31% | -3.5% |
| Q3 2022 | $2,202,000 | +4.2% | 27,459 | +8.7% | 0.32% | +9.7% |
| Q2 2022 | $2,114,000 | -20.6% | 25,255 | +9.7% | 0.29% | +0.3% |
| Q4 2021 | $2,662,000 | +17.2% | 23,017 | +3.7% | 0.29% | -7.4% |
| Q3 2021 | $2,272,000 | +49.7% | 22,189 | -8.4% | 0.31% | -23.5% |
| Q2 2019 | $1,518,000 | +70.0% | 24,231 | +68.5% | 0.41% | +32.0% |
| Q3 2018 | $893,000 | +23.2% | 14,383 | +6.7% | 0.31% | +12.4% |
| Q4 2017 | $725,000 | +4.9% | 13,484 | -1.5% | 0.28% | +2.6% |
| Q3 2017 | $691,000 | +26.1% | 13,691 | +20.3% | 0.27% | +25.2% |
| Q2 2017 | $548,000 | +37.0% | 11,378 | +31.7% | 0.21% | +30.5% |
| Q1 2017 | $400,000 | – | 8,641 | – | 0.16% | – |
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% |