ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 543 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.03 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $3,111 | +8.0% | 24,405 | -0.7% | 0.22% | +7.5% |
| Q1 2024 | $2,881 | +11.4% | 24,588 | -1.0% | 0.20% | +2.0% |
| Q4 2023 | $2,587 | +27.2% | 24,848 | +15.9% | 0.20% | +13.9% |
| Q3 2023 | $2,034 | -2.9% | 21,448 | 0.0% | 0.17% | -0.6% |
| Q2 2023 | $2,094 | +18.2% | 21,448 | +7.5% | 0.17% | -10.8% |
| Q1 2023 | $1,772 | +135.0% | 19,959 | +115.9% | 0.20% | +114.3% |
| Q4 2022 | $754 | – | 9,245 | – | 0.09% | – |
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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% |