ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 555 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.05 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $576,096 | +6.5% | 6,075 | +9.6% | 0.01% | +12.5% |
| Q2 2023 | $541,135 | +9.4% | 5,542 | -0.5% | 0.01% | 0.0% |
| Q1 2023 | $494,551 | +20.3% | 5,571 | +10.4% | 0.01% | +14.3% |
| Q4 2022 | $411,268 | -22.4% | 5,045 | -23.7% | 0.01% | -30.0% |
| Q3 2022 | $530,000 | +9.5% | 6,612 | +14.5% | 0.01% | +11.1% |
| Q2 2022 | $484,000 | -21.2% | 5,777 | -0.6% | 0.01% | -10.0% |
| Q1 2022 | $614,000 | -8.6% | 5,812 | 0.0% | 0.01% | -9.1% |
| Q4 2021 | $672,000 | – | 5,812 | – | 0.01% | – |
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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% |