ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 125 filers reported holding ISHARES TR in Q1 2017. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,953,782 | +97006.5% | 20,603 | 0.0% | 0.04% | -4.9% |
| Q2 2023 | $2,012 | -0.3% | 20,603 | -9.4% | 0.04% | -4.7% |
| Q1 2023 | $2,019 | +8.9% | 22,748 | 0.0% | 0.04% | +2.4% |
| Q4 2022 | $1,854 | -99.9% | 22,748 | +0.2% | 0.04% | -6.7% |
| Q3 2022 | $1,820,000 | -4.2% | 22,700 | 0.0% | 0.04% | +2.3% |
| Q2 2022 | $1,900,000 | -20.8% | 22,700 | 0.0% | 0.04% | -12.0% |
| Q1 2022 | $2,398,000 | -8.4% | 22,700 | +0.3% | 0.05% | -7.4% |
| Q4 2021 | $2,618,000 | +12.9% | 22,640 | 0.0% | 0.05% | +8.0% |
| Q3 2021 | $2,319,000 | +1.4% | 22,640 | 0.0% | 0.05% | 0.0% |
| Q2 2021 | $2,286,000 | +11.2% | 22,640 | 0.0% | 0.05% | +4.2% |
| Q1 2021 | $2,055,000 | +2.3% | 22,640 | 0.0% | 0.05% | -4.0% |
| Q4 2020 | $2,008,000 | +10.9% | 22,640 | 0.0% | 0.05% | -5.7% |
| Q3 2020 | $1,811,000 | -9.3% | 22,640 | -18.5% | 0.05% | -17.2% |
| Q2 2020 | $1,996,000 | +24.1% | 27,765 | -1.4% | 0.06% | -9.9% |
| Q1 2020 | $1,608,000 | -15.9% | 28,165 | -0.4% | 0.07% | +4.4% |
| Q4 2019 | $1,913,000 | +7.6% | 28,280 | 0.0% | 0.07% | -2.9% |
| Q3 2019 | $1,778,000 | -7.6% | 28,280 | -7.9% | 0.07% | -10.3% |
| Q2 2019 | $1,924,000 | +3.9% | 30,703 | 0.0% | 0.08% | -1.3% |
| Q1 2019 | $1,852,000 | +14.5% | 30,703 | 0.0% | 0.08% | -1.2% |
| Q4 2018 | $1,618,000 | -15.2% | 30,703 | 0.0% | 0.08% | -3.6% |
| Q3 2018 | $1,907,000 | +8.4% | 30,703 | -0.1% | 0.08% | +2.5% |
| Q2 2018 | $1,759,000 | +4.2% | 30,748 | -0.5% | 0.08% | +1.2% |
| Q1 2018 | $1,688,000 | -3.3% | 30,910 | -4.7% | 0.08% | 0.0% |
| Q4 2017 | $1,745,000 | +6.8% | 32,450 | +0.2% | 0.08% | 0.0% |
| Q3 2017 | $1,634,000 | -29.3% | 32,381 | -32.4% | 0.08% | -30.4% |
| Q2 2017 | $2,310,000 | +2.1% | 47,926 | -1.8% | 0.12% | -0.9% |
| Q1 2017 | $2,263,000 | -13.1% | 48,783 | -19.6% | 0.12% | -16.5% |
| Q4 2016 | $2,604,000 | +148.9% | 60,673 | +374.0% | 0.14% | +120.6% |
| Q2 2016 | $1,046,000 | +243.0% | 12,800 | +240.9% | 0.06% | +231.6% |
| Q1 2016 | $305,000 | – | 3,755 | – | 0.02% | – |
Download | ||||||
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% |