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 | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $369,072 | +16.6% | 3,149 | +0.6% | 0.01% | 0.0% |
| Q4 2023 | $316,528 | -19.8% | 3,131 | -24.7% | 0.01% | -36.8% |
| Q3 2023 | $394,513 | -8.6% | 4,160 | -5.9% | 0.02% | -13.6% |
| Q2 2023 | $431,443 | +111.5% | 4,419 | +92.3% | 0.02% | +83.3% |
| Q1 2023 | $203,958 | -7.2% | 2,298 | -14.8% | 0.01% | -20.0% |
| Q4 2022 | $219,846 | – | 2,697 | – | 0.02% | – |
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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% |