ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 555 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.44 and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $561,525 | -6.2% | 5,921 | -3.4% | 0.06% | -3.4% |
Q2 2023 | $598,668 | -2.4% | 6,131 | -11.2% | 0.06% | -7.8% |
Q1 2023 | $613,126 | +16.7% | 6,906 | +7.2% | 0.06% | +8.5% |
Q4 2022 | $525,413 | +6.1% | 6,445 | +4.4% | 0.06% | -18.1% |
Q3 2022 | $495,000 | +1.4% | 6,173 | +5.8% | 0.07% | +10.8% |
Q2 2022 | $488,000 | -15.1% | 5,832 | +7.2% | 0.06% | -5.8% |
Q1 2022 | $575,000 | +28.1% | 5,438 | +40.1% | 0.07% | +16.9% |
Q4 2021 | $449,000 | +54.8% | 3,881 | +37.2% | 0.06% | +34.1% |
Q3 2021 | $290,000 | – | 2,829 | – | 0.04% | – |
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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% |