ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 360 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is 0.06 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $309,917 | +6.1% | 3,268 | +13.0% | 0.05% | -15.0% |
| Q2 2021 | $292,000 | +11.0% | 2,893 | 0.0% | 0.06% | -3.2% |
| Q1 2021 | $263,000 | +2.3% | 2,893 | 0.0% | 0.06% | +1.6% |
| Q4 2020 | $257,000 | +18.4% | 2,893 | +6.5% | 0.06% | -9.0% |
| Q3 2020 | $217,000 | -53.5% | 2,716 | -58.2% | 0.07% | -59.9% |
| Q2 2020 | $467,000 | – | 6,499 | – | 0.17% | – |
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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% |