ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 594 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is 0.19 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,315 | +85.5% | 10,315 | +70.4% | 0.02% | +77.8% |
| Q1 2024 | $709 | +119.5% | 6,053 | +94.9% | 0.01% | +125.0% |
| Q4 2023 | $323 | +3.2% | 3,105 | -5.9% | 0.00% | -20.0% |
| Q3 2023 | $313 | -99.9% | 3,300 | -3.1% | 0.01% | 0.0% |
| Q4 2022 | $278,000 | -100.0% | 3,405 | -90.9% | 0.01% | -91.7% |
| Q3 2022 | $3,009,000,000 | +129263.7% | 37,534 | +35.0% | 0.06% | +33.3% |
| Q2 2022 | $2,326,000 | +508.9% | 27,795 | +668.9% | 0.04% | +542.9% |
| Q1 2022 | $382,000 | -99.9% | 3,615 | -8.3% | 0.01% | -12.5% |
| Q4 2021 | $456,000,000 | +103772.4% | 3,942 | -8.0% | 0.01% | -11.1% |
| Q3 2021 | $439,000 | +7.9% | 4,285 | +6.3% | 0.01% | 0.0% |
| Q2 2021 | $407,000 | +24.1% | 4,032 | +11.6% | 0.01% | +12.5% |
| Q1 2021 | $328,000 | -18.2% | 3,612 | -20.0% | 0.01% | -27.3% |
| Q4 2020 | $401,000 | – | 4,517 | – | 0.01% | – |
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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% |