ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 539 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.03 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $817,890 | +5.8% | 8,625 | +9.0% | 0.02% | +11.8% |
| Q2 2023 | $772,896 | +10.9% | 7,916 | +0.8% | 0.02% | 0.0% |
| Q1 2023 | $697,239 | +7.1% | 7,854 | +3.9% | 0.02% | -5.6% |
| Q4 2022 | $651,098 | +1.9% | 7,559 | -5.2% | 0.02% | -25.0% |
| Q3 2022 | $639,000 | -16.3% | 7,970 | -12.6% | 0.02% | -7.7% |
| Q2 2022 | $763,000 | -8.5% | 9,116 | +15.5% | 0.03% | -21.2% |
| Q1 2022 | $834,000 | -8.6% | 7,893 | +0.1% | 0.03% | -10.8% |
| Q4 2021 | $912,000 | – | 7,887 | – | 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% |