ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 543 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.03 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $18,715,830 | +2.0% | 146,814 | -6.2% | 0.19% | -11.4% |
| Q1 2024 | $18,351,337 | +3.3% | 156,568 | -8.3% | 0.21% | -7.9% |
| Q4 2023 | $17,770,682 | +8.9% | 170,708 | -0.8% | 0.23% | -5.8% |
| Q3 2023 | $16,311,638 | -13.0% | 172,009 | -10.5% | 0.24% | -17.1% |
| Q2 2023 | $18,759,753 | +5.3% | 192,132 | -4.2% | 0.29% | -11.7% |
| Q1 2023 | $17,808,594 | +17932.7% | 200,615 | -5.1% | 0.33% | +16500.0% |
| Q4 2022 | $98,757 | – | 211,392 | – | 0.00% | – |
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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% |