ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 425 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $628,628 | -48.3% | 6,629 | -46.7% | 0.00% | -40.0% |
| Q2 2023 | $1,215,032 | -58.1% | 12,444 | -65.0% | 0.01% | -61.5% |
| Q4 2022 | $2,901,704 | +13089.6% | 35,595 | +12704.0% | 0.01% | – |
| Q3 2022 | $22,000 | -4.3% | 278 | 0.0% | 0.00% | – |
| Q2 2022 | $23,000 | -67.6% | 278 | -58.6% | 0.00% | – |
| Q1 2022 | $71,000 | -64.3% | 672 | -60.9% | 0.00% | -100.0% |
| Q4 2021 | $199,000 | +2742.9% | 1,717 | +2352.9% | 0.00% | – |
| Q3 2021 | $7,000 | -75.0% | 70 | -75.2% | 0.00% | – |
| Q2 2021 | $28,000 | +154.5% | 282 | +137.0% | 0.00% | – |
| Q1 2021 | $11,000 | -79.2% | 119 | -80.1% | 0.00% | – |
| Q4 2020 | $53,000 | +657.1% | 599 | +551.1% | 0.00% | – |
| Q3 2020 | $7,000 | -36.4% | 92 | -51.6% | 0.00% | – |
| Q1 2020 | $11,000 | – | 190 | – | 0.00% | – |
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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% |