ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 350 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is 0.56 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $1,093,875 | +10.9% | 9,333 | -1.5% | 0.02% | 0.0% |
| Q4 2023 | $986,098 | +91.9% | 9,473 | +74.8% | 0.02% | +118.2% |
| Q3 2023 | $513,952 | -3.1% | 5,420 | -0.2% | 0.01% | +10.0% |
| Q2 2023 | $530,157 | +7.0% | 5,430 | -2.7% | 0.01% | +42.9% |
| Q1 2023 | $495,534 | -37.3% | 5,582 | -42.4% | 0.01% | -36.4% |
| Q4 2022 | $790,337 | -13.6% | 9,695 | -15.0% | 0.01% | -15.4% |
| Q3 2022 | $915,000 | +85.6% | 11,404 | +93.8% | 0.01% | +62.5% |
| Q2 2022 | $493,000 | -17.3% | 5,885 | +4.2% | 0.01% | 0.0% |
| Q1 2022 | $596,000 | -8.7% | 5,648 | 0.0% | 0.01% | -27.3% |
| Q4 2021 | $653,000 | +6.0% | 5,648 | -6.2% | 0.01% | +37.5% |
| Q3 2021 | $616,000 | +0.5% | 6,019 | -0.9% | 0.01% | 0.0% |
| Q2 2021 | $613,000 | +11.7% | 6,076 | +0.3% | 0.01% | 0.0% |
| Q1 2021 | $549,000 | +0.5% | 6,059 | -1.6% | 0.01% | 0.0% |
| Q4 2020 | $546,000 | +143.8% | 6,156 | +120.3% | 0.01% | +100.0% |
| Q3 2020 | $224,000 | +2388.9% | 2,794 | +2016.7% | 0.00% | – |
| Q2 2020 | $9,000 | +28.6% | 132 | 0.0% | 0.00% | – |
| Q1 2020 | $7,000 | -97.7% | 132 | -97.1% | 0.00% | -100.0% |
| Q4 2019 | $310,000 | – | 4,584 | – | 0.01% | – |
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% |