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 | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $2,331,000 | +1.4% | 22,762 | +0.0% | 0.05% | -1.9% |
| Q2 2021 | $2,298,000 | +11.2% | 22,760 | +0.0% | 0.05% | 0.0% |
| Q1 2021 | $2,066,000 | +2.4% | 22,758 | +0.0% | 0.05% | -7.0% |
| Q4 2020 | $2,018,000 | +13.2% | 22,757 | +2.1% | 0.06% | -6.6% |
| Q3 2020 | $1,783,000 | +15.5% | 22,288 | +3.8% | 0.06% | -1.6% |
| Q2 2020 | $1,544,000 | +22.5% | 21,475 | -2.7% | 0.06% | -12.7% |
| Q1 2020 | $1,260,000 | -15.6% | 22,073 | 0.0% | 0.07% | +2.9% |
| Q4 2019 | $1,493,000 | +7.6% | 22,073 | +0.0% | 0.07% | -4.2% |
| Q3 2019 | $1,388,000 | +0.4% | 22,070 | 0.0% | 0.07% | -1.4% |
| Q2 2019 | $1,383,000 | +151.9% | 22,070 | +142.4% | 0.07% | +151.7% |
| Q1 2019 | $549,000 | +16.1% | 9,103 | +1.4% | 0.03% | +3.6% |
| Q4 2018 | $473,000 | – | 8,981 | – | 0.03% | – |
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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% |