ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 425 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
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 ↓ |
|---|---|---|---|
| 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% |