ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 346 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is 0.56 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $590,000 | +10.9% | 6,650 | 0.0% | 0.00% | – |
| Q3 2020 | $532,000 | +11.3% | 6,650 | 0.0% | 0.00% | – |
| Q2 2020 | $478,000 | -55.0% | 6,650 | -64.2% | 0.00% | -100.0% |
| Q1 2020 | $1,062,000 | -27.9% | 18,600 | -5.6% | 0.00% | 0.0% |
| Q3 2014 | $1,472,000 | +106.7% | 19,701 | +105.9% | 0.00% | 0.0% |
| Q2 2014 | $712,000 | -43.3% | 9,567 | -45.9% | 0.00% | 0.0% |
| Q1 2014 | $1,255,000 | +89.9% | 17,668 | +88.7% | 0.00% | 0.0% |
| Q4 2013 | $661,000 | -57.4% | 9,365 | -61.3% | 0.00% | -50.0% |
| Q3 2013 | $1,553,000 | -33.8% | 24,190 | -38.6% | 0.00% | 0.0% |
| Q2 2013 | $2,347,000 | -13.8% | 39,412 | -15.5% | 0.00% | -33.3% |
| Q1 2013 | $2,722,000 | – | 46,651 | – | 0.00% | – |
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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% |