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 | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $3,413,000 | -0.0% | 38,487 | -9.8% | 1.94% | -10.9% |
| Q3 2020 | $3,414,000 | +21.6% | 42,685 | +9.3% | 2.18% | +13.9% |
| Q2 2020 | $2,807,000 | +23.3% | 39,057 | +9.2% | 1.92% | +11.0% |
| Q1 2020 | $2,277,000 | -0.1% | 35,752 | +9.7% | 1.73% | +42.1% |
| Q4 2019 | $2,279,000 | +11.4% | 32,587 | +0.1% | 1.22% | +16.5% |
| Q3 2019 | $2,046,000 | -0.5% | 32,549 | -0.8% | 1.04% | +43.1% |
| Q2 2019 | $2,057,000 | +12.5% | 32,825 | +8.3% | 0.73% | +6.7% |
| Q1 2019 | $1,828,000 | +23.3% | 30,305 | +7.7% | 0.68% | +6.2% |
| Q4 2018 | $1,483,000 | -3.4% | 28,145 | +13.9% | 0.64% | +13.4% |
| Q3 2018 | $1,535,000 | +43.9% | 24,705 | +32.4% | 0.57% | +33.4% |
| Q2 2018 | $1,067,000 | +10.0% | 18,655 | +5.0% | 0.42% | +9.3% |
| Q1 2018 | $970,000 | +11.8% | 17,760 | +10.0% | 0.39% | +15.8% |
| Q4 2017 | $868,000 | +67.6% | 16,145 | +57.3% | 0.34% | +57.7% |
| Q3 2017 | $518,000 | +67.1% | 10,265 | +59.7% | 0.21% | +60.2% |
| Q2 2017 | $310,000 | – | 6,426 | – | 0.13% | – |
Download | ||||||
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% |