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 | $752,317 | +8.1% | 5,901 | -0.6% | 0.11% | +2.8% |
| Q1 2024 | $695,790 | +16.8% | 5,936 | +3.8% | 0.11% | +6.9% |
| Q4 2023 | $595,559 | +11.6% | 5,721 | +1.6% | 0.10% | 0.0% |
| Q3 2023 | $533,884 | +1.0% | 5,630 | +4.0% | 0.10% | +3.1% |
| Q2 2023 | $528,711 | +25.1% | 5,415 | +13.8% | 0.10% | +15.3% |
| Q1 2023 | $422,503 | +19.6% | 4,760 | +9.8% | 0.08% | +7.6% |
| Q4 2022 | $353,303 | +3.9% | 4,334 | +2.1% | 0.08% | +1.3% |
| Q3 2022 | $340,000 | +7.9% | 4,244 | +12.6% | 0.08% | +13.0% |
| Q2 2022 | $315,000 | -9.0% | 3,768 | +15.1% | 0.07% | +13.1% |
| Q1 2022 | $346,000 | -0.3% | 3,273 | +9.0% | 0.06% | +5.2% |
| Q4 2021 | $347,000 | +26.2% | 3,002 | +11.7% | 0.06% | +23.4% |
| Q3 2021 | $275,000 | -1.4% | 2,687 | -2.9% | 0.05% | -2.1% |
| Q2 2021 | $279,000 | +13.0% | 2,767 | +1.8% | 0.05% | -2.0% |
| Q1 2021 | $247,000 | +6.9% | 2,717 | +4.3% | 0.05% | +11.4% |
| Q4 2020 | $231,000 | +5.0% | 2,606 | -5.3% | 0.04% | -8.3% |
| Q3 2020 | $220,000 | – | 2,751 | – | 0.05% | – |
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% |