ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 539 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.03 and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $511,855 | -34.4% | 5,398 | -32.4% | 0.01% | -33.3% |
Q2 2023 | $780,008 | +56.2% | 7,989 | +42.1% | 0.02% | +50.0% |
Q1 2023 | $499,246 | +8.8% | 5,624 | -0.1% | 0.01% | 0.0% |
Q4 2022 | $458,767 | +4.0% | 5,628 | +2.4% | 0.01% | -12.5% |
Q3 2022 | $441,000 | -2.0% | 5,497 | +2.1% | 0.02% | +6.7% |
Q2 2022 | $450,000 | -12.6% | 5,382 | +10.5% | 0.02% | 0.0% |
Q1 2022 | $515,000 | -3.6% | 4,871 | +5.5% | 0.02% | 0.0% |
Q4 2021 | $534,000 | +29.9% | 4,617 | +15.1% | 0.02% | +15.4% |
Q3 2021 | $411,000 | +2.2% | 4,013 | +0.9% | 0.01% | 0.0% |
Q2 2021 | $402,000 | -13.5% | 3,978 | -22.3% | 0.01% | -23.5% |
Q1 2021 | $465,000 | +2.2% | 5,118 | -0.2% | 0.02% | -5.6% |
Q4 2020 | $455,000 | +10.4% | 5,126 | -0.4% | 0.02% | -5.3% |
Q3 2020 | $412,000 | +22.6% | 5,146 | +10.0% | 0.02% | +5.6% |
Q2 2020 | $336,000 | +17.1% | 4,679 | -6.8% | 0.02% | -5.3% |
Q1 2020 | $287,000 | -60.7% | 5,022 | -53.5% | 0.02% | -50.0% |
Q4 2019 | $731,000 | +9.3% | 10,802 | +1.2% | 0.04% | -7.3% |
Q3 2019 | $669,000 | 0.0% | 10,673 | 0.0% | 0.04% | 0.0% |
Q2 2019 | $669,000 | +14.6% | 10,673 | +10.3% | 0.04% | 0.0% |
Q1 2019 | $584,000 | +150.6% | 9,680 | +118.9% | 0.04% | +105.0% |
Q4 2018 | $233,000 | -86.5% | 4,422 | -84.1% | 0.02% | -84.1% |
Q3 2018 | $1,729,000 | +4.3% | 27,832 | +0.8% | 0.13% | 0.0% |
Q2 2018 | $1,657,000 | +13.0% | 27,608 | +2.8% | 0.13% | +7.7% |
Q1 2018 | $1,466,000 | -8.0% | 26,843 | -9.4% | 0.12% | -15.8% |
Q4 2017 | $1,593,000 | +17.0% | 29,631 | +9.8% | 0.14% | -10.9% |
Q3 2017 | $1,362,000 | +4.8% | 26,983 | +0.1% | 0.16% | -7.7% |
Q2 2017 | $1,300,000 | +2400.0% | 26,962 | +2318.1% | 0.17% | +2012.5% |
Q1 2017 | $52,000 | +33.3% | 1,115 | +20.2% | 0.01% | +14.3% |
Q3 2016 | $39,000 | +2.6% | 928 | +100.4% | 0.01% | -22.2% |
Q2 2016 | $38,000 | +123.5% | 463 | +118.4% | 0.01% | +80.0% |
Q1 2016 | $17,000 | 0.0% | 212 | 0.0% | 0.01% | 0.0% |
Q4 2015 | $17,000 | +6.2% | 212 | 0.0% | 0.01% | 0.0% |
Q3 2015 | $16,000 | -11.1% | 212 | -1.4% | 0.01% | 0.0% |
Q2 2015 | $18,000 | 0.0% | 215 | 0.0% | 0.01% | 0.0% |
Q1 2015 | $18,000 | +80.0% | 215 | +73.4% | 0.01% | +66.7% |
Q4 2014 | $10,000 | – | 124 | – | 0.00% | – |
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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% |