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 | $371,987 | +8.8% | 2,918 | 0.0% | 0.08% | -1.2% |
| Q1 2024 | $342,019 | +12.6% | 2,918 | 0.0% | 0.08% | +1.2% |
| Q4 2023 | $303,764 | +9.8% | 2,918 | 0.0% | 0.08% | -30.2% |
| Q3 2023 | $276,714 | +2.1% | 2,918 | +5.1% | 0.12% | -2.5% |
| Q2 2023 | $271,049 | +10.0% | 2,776 | 0.0% | 0.12% | +3.5% |
| Q1 2023 | $246,426 | -4.8% | 2,776 | -12.6% | 0.12% | -12.9% |
| Q4 2022 | $258,908 | +1.5% | 3,176 | 0.0% | 0.13% | -3.6% |
| Q3 2022 | $255,000 | -4.1% | 3,176 | 0.0% | 0.14% | +3.8% |
| Q2 2022 | $266,000 | -20.8% | 3,176 | 0.0% | 0.13% | +0.8% |
| Q1 2022 | $336,000 | -8.4% | 3,176 | 0.0% | 0.13% | -9.7% |
| Q4 2021 | $367,000 | +12.9% | 3,176 | 0.0% | 0.14% | +9.8% |
| Q3 2021 | $325,000 | +1.2% | 3,176 | 0.0% | 0.13% | +3.1% |
| Q2 2021 | $321,000 | +11.5% | 3,176 | 0.0% | 0.13% | +2.4% |
| Q1 2021 | $288,000 | +2.1% | 3,176 | 0.0% | 0.12% | +13.6% |
| Q4 2020 | $282,000 | +11.0% | 3,176 | 0.0% | 0.11% | -3.5% |
| Q3 2020 | $254,000 | +11.4% | 3,176 | 0.0% | 0.11% | +0.9% |
| Q2 2020 | $228,000 | +6.0% | 3,176 | 0.0% | 0.11% | +15.3% |
| Q4 2019 | $215,000 | – | 3,176 | – | 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% |