ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 358 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $13,623 | -5.2% | 143,654 | -2.4% | 0.20% | +0.5% |
| Q2 2023 | $14,367 | +13.8% | 147,139 | +3.5% | 0.20% | +9.1% |
| Q1 2023 | $12,624 | +8.6% | 142,207 | -0.3% | 0.19% | +14.0% |
| Q4 2022 | $11,626 | -99.9% | 142,612 | +0.7% | 0.16% | -18.0% |
| Q3 2022 | $11,351,000 | -27.5% | 141,563 | -4.5% | 0.20% | -14.5% |
| Q1 2022 | $15,662,000 | -9.7% | 148,234 | -1.2% | 0.23% | -23.0% |
| Q4 2021 | $17,349,000 | +7.4% | 150,029 | -4.9% | 0.30% | -1.9% |
| Q3 2021 | $16,157,000 | -9.7% | 157,772 | -11.0% | 0.31% | -12.9% |
| Q2 2021 | $17,900,000 | +12.4% | 177,264 | +1.0% | 0.36% | +6.3% |
| Q1 2021 | $15,928,000 | +5.7% | 175,438 | +3.3% | 0.34% | -3.7% |
| Q4 2020 | $15,064,000 | +9.3% | 169,846 | -1.4% | 0.35% | -3.1% |
| Q3 2020 | $13,778,000 | +9.2% | 172,267 | -1.9% | 0.36% | -1.6% |
| Q2 2020 | $12,619,000 | +25.0% | 175,555 | -0.8% | 0.36% | +11.3% |
| Q1 2020 | $10,098,000 | -21.5% | 176,887 | -7.0% | 0.33% | +0.9% |
| Q4 2019 | $12,865,000 | +8.0% | 190,198 | +0.4% | 0.32% | -14.2% |
| Q3 2019 | $11,913,000 | -2.1% | 189,481 | -2.4% | 0.38% | -1.6% |
| Q2 2019 | $12,165,000 | +4926.9% | 194,088 | +4738.9% | 0.38% | +3750.0% |
| Q1 2019 | $242,000 | +195.1% | 4,011 | +298.7% | 0.01% | +42.9% |
| Q4 2015 | $82,000 | +7.9% | 1,006 | +0.6% | 0.01% | -22.2% |
| Q3 2015 | $76,000 | -6.2% | 1,000 | +0.3% | 0.01% | 0.0% |
| Q2 2015 | $81,000 | 0.0% | 997 | 0.0% | 0.01% | 0.0% |
| Q1 2015 | $81,000 | +3.8% | 997 | +0.4% | 0.01% | +12.5% |
| Q4 2014 | $78,000 | – | 993 | – | 0.01% | – |
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% |