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 | $227,592 | -2.9% | 2,400 | 0.0% | 0.01% | +12.5% |
| Q2 2023 | $234,336 | +10.0% | 2,400 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $213,048 | +0.5% | 2,400 | -5.1% | 0.01% | 0.0% |
| Q2 2022 | $212,000 | -16.5% | 2,530 | +5.4% | 0.01% | -11.1% |
| Q1 2022 | $254,000 | -8.6% | 2,400 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $278,000 | +13.0% | 2,400 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $246,000 | +1.7% | 2,400 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $242,000 | +11.0% | 2,400 | 0.0% | 0.01% | +12.5% |
| Q1 2021 | $218,000 | +2.3% | 2,400 | 0.0% | 0.01% | -11.1% |
| Q4 2020 | $213,000 | – | 2,400 | – | 0.01% | – |
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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% |