ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 594 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is 0.19 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $47,805 | -97.5% | 375 | -97.7% | 0.00% | -97.8% |
| Q1 2024 | $1,907,827 | +1331.8% | 16,277 | +1171.6% | 0.05% | +2200.0% |
| Q4 2023 | $133,248 | +306.1% | 1,280 | +269.9% | 0.00% | +100.0% |
| Q3 2023 | $32,811 | -83.5% | 346 | -83.0% | 0.00% | -85.7% |
| Q2 2023 | $198,600 | +28599.4% | 2,034 | -73.9% | 0.01% | -68.2% |
| Q1 2023 | $692 | -99.7% | 7,797 | +156.8% | 0.02% | +450.0% |
| Q3 2022 | $244,000 | -81.8% | 3,036 | -81.0% | 0.00% | -86.7% |
| Q2 2022 | $1,338,000 | +11050.0% | 15,992 | +13568.4% | 0.03% | – |
| Q1 2022 | $12,000 | -98.9% | 117 | -98.7% | 0.00% | -100.0% |
| Q4 2021 | $1,058,000 | -73.2% | 9,148 | -76.3% | 0.02% | -82.2% |
| Q3 2021 | $3,946,000 | +26206.7% | 38,534 | +25936.5% | 0.10% | – |
| Q2 2021 | $15,000 | -99.5% | 148 | -99.5% | 0.00% | -100.0% |
| Q1 2021 | $2,815,000 | +56200.0% | 31,002 | +49903.2% | 0.05% | – |
| Q3 2020 | $5,000 | -64.3% | 62 | -69.0% | 0.00% | -100.0% |
| Q2 2020 | $14,000 | -39.1% | 200 | -50.0% | 0.00% | 0.0% |
| Q1 2020 | $23,000 | -97.9% | 400 | -97.6% | 0.00% | -98.9% |
| Q4 2019 | $1,118,000 | -51.2% | 16,524 | -54.7% | 0.09% | -40.8% |
| Q3 2019 | $2,293,000 | +62.9% | 36,483 | +62.3% | 0.16% | +65.3% |
| Q2 2019 | $1,408,000 | +38.7% | 22,472 | +33.5% | 0.10% | +53.2% |
| Q1 2019 | $1,015,000 | +45.4% | 16,832 | +49.9% | 0.06% | +21.6% |
| Q3 2018 | $698,000 | +344.6% | 11,229 | +308.6% | 0.05% | +466.7% |
| Q2 2018 | $157,000 | -54.1% | 2,748 | -56.1% | 0.01% | -69.0% |
| Q1 2018 | $342,000 | -72.9% | 6,255 | -73.4% | 0.03% | -82.2% |
| Q4 2017 | $1,262,000 | – | 23,478 | – | 0.16% | – |
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% |