ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 431 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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $485,845 | +73.6% | 5,473 | +59.4% | 0.01% | -65.8% |
| Q4 2022 | $279,858 | -98.3% | 3,433 | -98.1% | 0.04% | -84.2% |
| Q4 2020 | $16,170,000 | +163.9% | 182,320 | +138.0% | 0.24% | +112.4% |
| Q3 2020 | $6,127,000 | -56.3% | 76,602 | -60.7% | 0.11% | -59.2% |
| Q2 2020 | $14,017,000 | +290.0% | 195,008 | +209.8% | 0.28% | +149.5% |
| Q1 2020 | $3,594,000 | +66.1% | 62,954 | +96.8% | 0.11% | +68.2% |
| Q4 2019 | $2,164,000 | – | 31,993 | – | 0.07% | – |
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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% |