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 | $2,912,203 | +35.0% | 22,844 | +24.2% | 0.04% | +53.8% |
Q1 2024 | $2,156,508 | -27.0% | 18,399 | -35.1% | 0.03% | -29.7% |
Q4 2023 | $2,953,330 | +163.1% | 28,370 | +139.7% | 0.04% | +146.7% |
Q3 2023 | $1,122,370 | +11.3% | 11,836 | +14.7% | 0.02% | +15.4% |
Q2 2023 | $1,007,972 | -25.2% | 10,323 | -32.0% | 0.01% | -31.6% |
Q1 2023 | $1,347,440 | +33721.3% | 15,179 | -68.9% | 0.02% | -68.3% |
Q4 2022 | $3,984 | -99.6% | 48,870 | +314.0% | 0.06% | +328.6% |
Q3 2022 | $946,000 | -3.0% | 11,804 | +1.4% | 0.01% | +100.0% |
Q2 2022 | $975,000 | -74.3% | 11,645 | -67.6% | 0.01% | -83.7% |
Q1 2022 | $3,800,000 | -56.4% | 35,961 | -52.2% | 0.04% | -50.0% |
Q4 2021 | $8,707,000 | +449.3% | 75,290 | +386.5% | 0.09% | +437.5% |
Q3 2021 | $1,585,000 | +15.4% | 15,476 | +13.7% | 0.02% | +14.3% |
Q2 2021 | $1,374,000 | +48.5% | 13,607 | +33.5% | 0.01% | +27.3% |
Q1 2021 | $925,000 | -9.1% | 10,190 | -11.2% | 0.01% | 0.0% |
Q4 2020 | $1,018,000 | +66.9% | 11,473 | +50.4% | 0.01% | +22.2% |
Q3 2020 | $610,000 | +143.0% | 7,626 | +118.0% | 0.01% | +125.0% |
Q2 2020 | $251,000 | -61.2% | 3,498 | -69.1% | 0.00% | -71.4% |
Q1 2020 | $647,000 | -69.6% | 11,332 | -64.0% | 0.01% | -63.2% |
Q4 2019 | $2,131,000 | +159.6% | 31,506 | +141.4% | 0.04% | +137.5% |
Q3 2019 | $821,000 | +196.4% | 13,053 | +195.3% | 0.02% | +220.0% |
Q2 2019 | $277,000 | -26.1% | 4,420 | -28.9% | 0.01% | -28.6% |
Q1 2019 | $375,000 | -82.7% | 6,219 | -84.8% | 0.01% | -84.4% |
Q4 2018 | $2,163,000 | +571.7% | 41,044 | +629.9% | 0.04% | +650.0% |
Q2 2018 | $322,000 | +14.2% | 5,623 | +9.1% | 0.01% | +20.0% |
Q1 2018 | $282,000 | -80.4% | 5,156 | -80.7% | 0.01% | -82.1% |
Q4 2017 | $1,437,000 | +426.4% | 26,727 | +372.5% | 0.03% | +460.0% |
Q2 2017 | $273,000 | -83.8% | 5,657 | -85.5% | 0.01% | -85.7% |
Q4 2016 | $1,680,000 | +677.8% | 39,147 | +670.0% | 0.04% | +775.0% |
Q3 2016 | $216,000 | -13.9% | 5,084 | +58.4% | 0.00% | -20.0% |
Q4 2014 | $251,000 | – | 3,210 | – | 0.01% | – |
Download |
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% |