ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 66 filers reported holding ISHARES TR in Q2 2014. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $456,687 | +9.8% | 4,387 | 0.0% | 0.02% | +4.3% |
| Q3 2023 | $416,019 | -11.1% | 4,387 | -8.5% | 0.02% | -8.0% |
| Q2 2023 | $468,184 | +119640.2% | 4,795 | 0.0% | 0.02% | – |
| Q4 2022 | $391 | -99.9% | 4,795 | 0.0% | 0.00% | -100.0% |
| Q3 2022 | $401,000 | 0.0% | 4,795 | 0.0% | 0.03% | 0.0% |
| Q2 2022 | $401,000 | -20.9% | 4,795 | 0.0% | 0.03% | -10.3% |
| Q1 2022 | $507,000 | -8.5% | 4,795 | 0.0% | 0.03% | -3.3% |
| Q4 2021 | $554,000 | +1.7% | 4,795 | -9.9% | 0.03% | -11.8% |
| Q3 2021 | $545,000 | +1.5% | 5,320 | 0.0% | 0.03% | 0.0% |
| Q2 2021 | $537,000 | +11.2% | 5,320 | 0.0% | 0.03% | +3.0% |
| Q1 2021 | $483,000 | -0.4% | 5,320 | -2.8% | 0.03% | -5.7% |
| Q4 2020 | $485,000 | +10.7% | 5,471 | 0.0% | 0.04% | -2.8% |
| Q3 2020 | $438,000 | +11.5% | 5,471 | 0.0% | 0.04% | +5.9% |
| Q2 2020 | $393,000 | +24.8% | 5,471 | -0.9% | 0.03% | +9.7% |
| Q1 2020 | $315,000 | -13.7% | 5,521 | +2.2% | 0.03% | 0.0% |
| Q4 2019 | $365,000 | +7.7% | 5,400 | 0.0% | 0.03% | -13.9% |
| Q3 2019 | $339,000 | +0.3% | 5,400 | 0.0% | 0.04% | -2.7% |
| Q2 2019 | $338,000 | +3.7% | 5,400 | 0.0% | 0.04% | +2.8% |
| Q1 2019 | $326,000 | +14.4% | 5,400 | 0.0% | 0.04% | +5.9% |
| Q4 2018 | $285,000 | -20.2% | 5,400 | -6.0% | 0.03% | -15.0% |
| Q3 2018 | $357,000 | +0.3% | 5,745 | -7.6% | 0.04% | -4.8% |
| Q2 2018 | $356,000 | +20.7% | 6,220 | +15.2% | 0.04% | +13.5% |
| Q1 2018 | $295,000 | +1.7% | 5,400 | 0.0% | 0.04% | +5.7% |
| Q4 2017 | $290,000 | +6.2% | 5,400 | 0.0% | 0.04% | +2.9% |
| Q3 2017 | $273,000 | +5.0% | 5,400 | 0.0% | 0.03% | -2.9% |
| Q2 2017 | $260,000 | +4.0% | 5,400 | 0.0% | 0.04% | 0.0% |
| Q1 2017 | $250,000 | +7.8% | 5,400 | 0.0% | 0.04% | +12.9% |
| Q4 2016 | $232,000 | +0.9% | 5,400 | 0.0% | 0.03% | -3.1% |
| Q3 2016 | $230,000 | +4.1% | 5,400 | +100.0% | 0.03% | +3.2% |
| Q2 2016 | $221,000 | +0.9% | 2,700 | 0.0% | 0.03% | 0.0% |
| Q1 2016 | $219,000 | 0.0% | 2,700 | 0.0% | 0.03% | -6.1% |
| Q4 2015 | $219,000 | +6.8% | 2,700 | 0.0% | 0.03% | -2.9% |
| Q3 2015 | $205,000 | -6.8% | 2,700 | 0.0% | 0.03% | +3.0% |
| Q2 2015 | $220,000 | +0.5% | 2,700 | 0.0% | 0.03% | +3.1% |
| Q1 2015 | $219,000 | +3.3% | 2,700 | 0.0% | 0.03% | +3.2% |
| Q4 2014 | $212,000 | +5.0% | 2,700 | 0.0% | 0.03% | +3.3% |
| Q3 2014 | $202,000 | +0.5% | 2,700 | 0.0% | 0.03% | 0.0% |
| Q2 2014 | $201,000 | – | 2,700 | – | 0.03% | – |
Download | ||||||
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% |