ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 364 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is 0.06 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $3,712,622 | -26.5% | 35,664 | -42.4% | 0.05% | -35.8% |
| Q4 2022 | $5,047,799 | +317.2% | 61,921 | +310.3% | 0.08% | +285.7% |
| Q3 2022 | $1,210,000 | -91.2% | 15,090 | -87.3% | 0.02% | -88.5% |
| Q4 2021 | $13,735,000 | +1521.6% | 118,777 | +1144.9% | 0.18% | +1200.0% |
| Q4 2020 | $847,000 | +1560.8% | 9,541 | +967.2% | 0.01% | +1300.0% |
| Q1 2020 | $51,000 | -98.0% | 894 | -97.6% | 0.00% | -98.1% |
| Q4 2019 | $2,556,000 | +19561.5% | 37,776 | +17552.3% | 0.05% | – |
| Q3 2019 | $13,000 | -99.6% | 214 | -99.7% | 0.00% | -100.0% |
| Q4 2018 | $3,324,000 | – | 63,058 | – | 0.08% | – |
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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% |