ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 563 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.05 and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $860,490 | -8.2% | 6,750 | -15.6% | 0.01% | -14.3% |
Q1 2024 | $937,680 | +12.6% | 8,000 | 0.0% | 0.01% | 0.0% |
Q4 2023 | $832,800 | +9.8% | 8,000 | 0.0% | 0.01% | +7.7% |
Q3 2023 | $758,640 | -2.9% | 8,000 | 0.0% | 0.01% | -7.1% |
Q2 2023 | $781,120 | +10.0% | 8,000 | 0.0% | 0.01% | +7.7% |
Q1 2023 | $710,160 | +8.9% | 8,000 | 0.0% | 0.01% | 0.0% |
Q4 2022 | $652,160 | +1.7% | 8,000 | 0.0% | 0.01% | 0.0% |
Q3 2022 | $641,000 | -39.9% | 8,000 | -37.2% | 0.01% | -40.9% |
Q2 2022 | $1,066,000 | +16.4% | 12,738 | +46.9% | 0.02% | +46.7% |
Q1 2022 | $916,000 | -8.7% | 8,670 | 0.0% | 0.02% | -6.2% |
Q4 2021 | $1,003,000 | +13.0% | 8,670 | 0.0% | 0.02% | 0.0% |
Q3 2021 | $888,000 | +1.5% | 8,670 | 0.0% | 0.02% | 0.0% |
Q2 2021 | $875,000 | +11.2% | 8,670 | 0.0% | 0.02% | +6.7% |
Q1 2021 | $787,000 | +2.3% | 8,670 | 0.0% | 0.02% | -6.2% |
Q4 2020 | $769,000 | +11.0% | 8,670 | 0.0% | 0.02% | 0.0% |
Q3 2020 | $693,000 | +11.2% | 8,670 | 0.0% | 0.02% | -5.9% |
Q2 2020 | $623,000 | +25.9% | 8,670 | 0.0% | 0.02% | +6.2% |
Q1 2020 | $495,000 | -15.5% | 8,670 | 0.0% | 0.02% | +6.7% |
Q4 2019 | $586,000 | +7.5% | 8,670 | 0.0% | 0.02% | -6.2% |
Q3 2019 | $545,000 | +0.4% | 8,670 | 0.0% | 0.02% | 0.0% |
Q2 2019 | $543,000 | +3.8% | 8,670 | 0.0% | 0.02% | 0.0% |
Q1 2019 | $523,000 | +14.4% | 8,670 | 0.0% | 0.02% | 0.0% |
Q4 2018 | $457,000 | -15.1% | 8,670 | 0.0% | 0.02% | -5.9% |
Q3 2018 | $538,000 | +8.5% | 8,670 | 0.0% | 0.02% | +6.2% |
Q2 2018 | $496,000 | +4.9% | 8,670 | 0.0% | 0.02% | 0.0% |
Q1 2018 | $473,000 | +1.5% | 8,670 | 0.0% | 0.02% | 0.0% |
Q4 2017 | $466,000 | +6.4% | 8,670 | 0.0% | 0.02% | 0.0% |
Q3 2017 | $438,000 | +4.8% | 8,670 | 0.0% | 0.02% | 0.0% |
Q2 2017 | $418,000 | -28.9% | 8,670 | -31.6% | 0.02% | -33.3% |
Q1 2017 | $588,000 | +8.1% | 12,670 | 0.0% | 0.02% | +4.3% |
Q4 2016 | $544,000 | +0.9% | 12,670 | 0.0% | 0.02% | 0.0% |
Q3 2016 | $539,000 | +4.3% | 12,670 | +100.0% | 0.02% | 0.0% |
Q2 2016 | $517,000 | +0.6% | 6,335 | 0.0% | 0.02% | 0.0% |
Q1 2016 | $514,000 | 0.0% | 6,335 | 0.0% | 0.02% | 0.0% |
Q4 2015 | $514,000 | +6.9% | 6,335 | 0.0% | 0.02% | 0.0% |
Q3 2015 | $481,000 | -6.6% | 6,335 | 0.0% | 0.02% | 0.0% |
Q2 2015 | $515,000 | -20.2% | 6,335 | -20.2% | 0.02% | -23.3% |
Q1 2015 | $645,000 | +3.7% | 7,935 | 0.0% | 0.03% | 0.0% |
Q4 2014 | $622,000 | +4.9% | 7,935 | 0.0% | 0.03% | +3.4% |
Q3 2014 | $593,000 | +0.5% | 7,935 | 0.0% | 0.03% | 0.0% |
Q2 2014 | $590,000 | +4.6% | 7,935 | 0.0% | 0.03% | 0.0% |
Q1 2014 | $564,000 | +0.7% | 7,935 | 0.0% | 0.03% | 0.0% |
Q4 2013 | $560,000 | -2.4% | 7,935 | -11.2% | 0.03% | -6.5% |
Q3 2013 | $574,000 | +7.9% | 8,935 | 0.0% | 0.03% | +3.3% |
Q2 2013 | $532,000 | – | 8,935 | – | 0.03% | – |
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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% |