ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 272 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,481,061 | +8.3% | 11,617 | -0.4% | 0.14% | +3.0% |
| Q1 2024 | $1,367,245 | -12.3% | 11,665 | -22.1% | 0.13% | -17.4% |
| Q4 2023 | $1,558,459 | +2.8% | 14,970 | -6.1% | 0.16% | -5.3% |
| 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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| DOLIVER ADVISORS, LP | 605,472 | $71,549,000 | 23.74% |
| Tennessee Valley Asset Management Partners | 329,871 | $33,000 | 15.64% |
| Madison Wealth Partners, Inc | 262,585 | $26,516,000 | 15.18% |
| Legacy Financial Group LLC | 453,289 | $45,773,000 | 13.82% |
| ForthRight Wealth Management, LLC | 185,777 | $18,760,000 | 11.90% |
| Mascoma Wealth Management LLC | 241,697 | $24,407,000 | 10.43% |
| IRONWOOD WEALTH MANAGEMENT, INC. | 128,778 | $13,004,000 | 9.33% |
| Petix & Botte Co | 93,854 | $9,477,000 | 6.61% |
| Elevation Capital Advisory, LLC | 95,991 | $9,694,000 | 5.44% |
| Advanced Asset Management Advisors Inc | 239,600 | $24,195,000 | 5.12% |