ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 451 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.60 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $21,087,821 | -2.1% | 222,375 | +0.8% | 0.01% | 0.0% |
| Q2 2023 | $21,550,515 | +5.2% | 220,714 | -4.4% | 0.01% | 0.0% |
| Q1 2023 | $20,488,205 | +9.1% | 230,801 | +0.2% | 0.01% | +12.5% |
| Q4 2022 | $18,785,306 | +282.9% | 230,438 | +276.6% | 0.01% | +300.0% |
| Q3 2022 | $4,906,000 | +1093.7% | 61,191 | +1145.5% | 0.00% | – |
| Q2 2022 | $411,000 | -20.7% | 4,913 | +0.2% | 0.00% | – |
| Q1 2022 | $518,000 | +42.7% | 4,901 | +55.9% | 0.00% | – |
| Q4 2021 | $363,000 | -0.5% | 3,143 | -11.9% | 0.00% | – |
| Q3 2021 | $365,000 | +60.1% | 3,566 | +58.2% | 0.00% | – |
| Q2 2021 | $228,000 | +11.2% | 2,254 | 0.0% | 0.00% | – |
| Q1 2021 | $205,000 | – | 2,254 | – | 0.00% | – |
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% |