ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 555 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.44 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $619,206 | -3.5% | 6,507 | -1.0% | 0.11% | 0.0% |
| Q2 2023 | $641,983 | +16.8% | 6,575 | +6.2% | 0.11% | +10.0% |
| Q1 2023 | $549,841 | +1.3% | 6,194 | -8.6% | 0.10% | -20.0% |
| Q3 2022 | $543,000 | -3.6% | 6,777 | +0.7% | 0.12% | +9.6% |
| Q2 2022 | $563,000 | -19.7% | 6,732 | +1.4% | 0.11% | -13.6% |
| Q1 2022 | $701,000 | +0.6% | 6,639 | +10.2% | 0.13% | +53.5% |
| Q4 2021 | $697,000 | +15.4% | 6,026 | +2.2% | 0.09% | -28.9% |
| Q3 2021 | $604,000 | +2.0% | 5,897 | +0.6% | 0.12% | +1.7% |
| Q2 2021 | $592,000 | +31.3% | 5,859 | +17.9% | 0.12% | +20.2% |
| Q1 2021 | $451,000 | – | 4,970 | – | 0.10% | – |
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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% |