ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 457 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.60 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $369,144 | +8.9% | 2,896 | +0.1% | 0.18% | -6.2% |
| Q1 2024 | $339,098 | +12.7% | 2,893 | +0.1% | 0.19% | +2.1% |
| Q4 2023 | $300,830 | +10.4% | 2,890 | +0.6% | 0.19% | -5.5% |
| Q3 2023 | $272,564 | -2.9% | 2,874 | 0.0% | 0.20% | +0.5% |
| Q2 2023 | $280,640 | +10.2% | 2,874 | +0.2% | 0.20% | +1.0% |
| Q1 2023 | $254,682 | +9.2% | 2,869 | +0.2% | 0.20% | -1.0% |
| Q4 2022 | $233,308 | +2.3% | 2,862 | +0.5% | 0.20% | -2.0% |
| Q3 2022 | $228,000 | -4.2% | 2,849 | 0.0% | 0.20% | +5.7% |
| Q2 2022 | $238,000 | -20.9% | 2,849 | +0.2% | 0.19% | 0.0% |
| Q1 2022 | $301,000 | -8.2% | 2,844 | +0.1% | 0.19% | +14.3% |
| Q4 2021 | $328,000 | +12.7% | 2,840 | 0.0% | 0.17% | +7.7% |
| Q3 2021 | $291,000 | +1.4% | 2,840 | 0.0% | 0.16% | +2.0% |
| Q2 2021 | $287,000 | +11.2% | 2,840 | 0.0% | 0.15% | -1.3% |
| Q1 2021 | $258,000 | +2.4% | 2,840 | 0.0% | 0.16% | -1.9% |
| Q4 2020 | $252,000 | +11.5% | 2,840 | +0.7% | 0.16% | -6.0% |
| Q3 2020 | $226,000 | +11.3% | 2,820 | 0.0% | 0.17% | -1.8% |
| Q2 2020 | $203,000 | +163.6% | 2,820 | +135.0% | 0.17% | +71.0% |
| Q3 2013 | $77,000 | +8.5% | 1,200 | 0.0% | 0.10% | -1.0% |
| Q2 2013 | $71,000 | – | 1,200 | – | 0.10% | – |
Download | ||||||
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% |