ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 117 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $7,992,989 | +8.4% | 62,377 | -0.6% | 0.00% | 0.0% |
| Q1 2024 | $7,371,351 | +14.4% | 62,730 | +2.0% | 0.00% | 0.0% |
| Q4 2023 | $6,440,750 | +6.1% | 61,528 | -0.4% | 0.00% | 0.0% |
| Q3 2023 | $6,070,768 | +956.4% | 61,745 | +951.9% | 0.00% | – |
| Q2 2023 | $574,673 | +1.2% | 5,870 | -8.2% | 0.00% | – |
| Q1 2023 | $567,954 | +27.5% | 6,393 | +20.0% | 0.00% | – |
| Q4 2022 | $445,626 | -8.5% | 5,326 | -4.9% | 0.00% | – |
| Q3 2022 | $487,000 | -22.5% | 5,600 | -22.5% | 0.00% | – |
| Q2 2022 | $628,000 | -30.1% | 7,225 | -13.1% | 0.00% | – |
| Q1 2022 | $898,000 | +0.7% | 8,311 | +8.9% | 0.00% | – |
| Q4 2021 | $892,000 | +22.2% | 7,632 | +8.9% | 0.00% | – |
| Q3 2021 | $730,000 | +2.5% | 7,010 | -0.5% | 0.00% | – |
| Q2 2021 | $712,000 | +300.0% | 7,048 | +274.9% | 0.00% | – |
| Q1 2021 | $178,000 | +26.2% | 1,880 | +19.1% | 0.00% | – |
| Q4 2020 | $141,000 | -10.2% | 1,578 | -20.2% | 0.00% | – |
| Q3 2020 | $157,000 | +14.6% | 1,978 | +7.6% | 0.00% | – |
| Q2 2020 | $137,000 | -57.7% | 1,838 | -68.4% | 0.00% | – |
| Q1 2020 | $324,000 | +32300.0% | 5,808 | +26300.0% | 0.00% | – |
| Q2 2019 | $1,000 | -50.0% | 22 | -15.4% | 0.00% | – |
| Q1 2019 | $2,000 | 0.0% | 26 | -40.9% | 0.00% | – |
| Q1 2018 | $2,000 | -90.5% | 44 | -91.2% | 0.00% | – |
| Q4 2016 | $21,000 | 0.0% | 500 | 0.0% | 0.00% | – |
| Q3 2016 | $21,000 | – | 500 | – | 0.00% | – |
Download | ||||||
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% |