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 | $21,805,837 | +8.3% | 171,053 | -0.4% | 2.97% | +9.9% |
| Q1 2024 | $20,139,023 | +21.3% | 171,820 | +7.8% | 2.70% | +13.9% |
| Q4 2023 | $16,596,768 | +18.3% | 159,431 | +8.1% | 2.37% | +7.2% |
| Q3 2023 | $14,033,704 | +0.1% | 147,452 | +2.7% | 2.21% | +4.1% |
| Q2 2023 | $14,024,229 | +3617.3% | 143,632 | +3279.6% | 2.12% | +3498.3% |
| Q1 2023 | $377,273 | – | 4,250 | – | 0.06% | – |
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% |