ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 66 filers reported holding ISHARES TR in Q4 2013. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,002,886 | +8.8% | 7,867 | 0.0% | 0.05% | -2.0% |
| Q1 2024 | $922,093 | +10.5% | 7,867 | -1.9% | 0.05% | +8.7% |
| Q4 2023 | $834,571 | +18.9% | 8,017 | +8.7% | 0.05% | -6.1% |
| Q3 2023 | $701,760 | -2.5% | 7,373 | 0.0% | 0.05% | -2.0% |
| Q2 2023 | $719,900 | +7.5% | 7,373 | -2.3% | 0.05% | +4.2% |
| Q1 2023 | $669,948 | -59.3% | 7,547 | -62.6% | 0.05% | -63.1% |
| Q4 2022 | $1,644,324 | +650.8% | 20,170 | +675.8% | 0.13% | +550.0% |
| Q3 2022 | $219,000 | +476.3% | 2,600 | +389.6% | 0.02% | +81.8% |
| Q1 2014 | $38,000 | +2.7% | 531 | 0.0% | 0.01% | 0.0% |
| Q4 2013 | $37,000 | +8.8% | 531 | 0.0% | 0.01% | +10.0% |
| Q3 2013 | $34,000 | +6.2% | 531 | 0.0% | 0.01% | +11.1% |
| Q2 2013 | $32,000 | – | 531 | – | 0.01% | – |
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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% |