ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 563 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.05 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $4,099,000 | +90.6% | 32,151 | +75.2% | 0.20% | +94.1% |
| Q1 2024 | $2,151,000 | +12.9% | 18,353 | +0.3% | 0.10% | -1.9% |
| Q4 2023 | $1,906,000 | +6.4% | 18,305 | -2.8% | 0.10% | -8.0% |
| Q3 2023 | $1,792,000 | -4.5% | 18,832 | -2.0% | 0.11% | +6.7% |
| Q2 2023 | $1,876,000 | +450.1% | 19,217 | +440.3% | 0.10% | +775.0% |
| Q1 2021 | $341,000 | +2.7% | 3,557 | -4.9% | 0.01% | -14.3% |
| Q4 2020 | $332,000 | +39.5% | 3,741 | +25.8% | 0.01% | +16.7% |
| Q3 2020 | $238,000 | +14.4% | 2,974 | +2.6% | 0.01% | +9.1% |
| Q2 2020 | $208,000 | +16.9% | 2,898 | -7.2% | 0.01% | -15.4% |
| Q1 2020 | $178,000 | -34.6% | 3,123 | -22.3% | 0.01% | -38.1% |
| Q4 2019 | $272,000 | -34.3% | 4,020 | -38.9% | 0.02% | -38.2% |
| Q3 2019 | $414,000 | +1.2% | 6,583 | -2.8% | 0.03% | -26.1% |
| Q1 2019 | $409,000 | -3.1% | 6,775 | -15.3% | 0.05% | -23.3% |
| Q4 2018 | $422,000 | -84.0% | 8,003 | -81.8% | 0.06% | -89.3% |
| Q2 2018 | $2,632,000 | +51.2% | 43,975 | +38.3% | 0.56% | +28.5% |
| Q1 2018 | $1,741,000 | +40.6% | 31,792 | +45.7% | 0.44% | +43.6% |
| Q4 2017 | $1,238,000 | +13.5% | 21,824 | +4.3% | 0.30% | +6.7% |
| Q3 2017 | $1,091,000 | +105.5% | 20,920 | +95.1% | 0.28% | +88.1% |
| Q2 2017 | $531,000 | -71.6% | 10,724 | -72.4% | 0.15% | -72.6% |
| Q1 2017 | $1,870,000 | +94.8% | 38,851 | +84.8% | 0.55% | +72.0% |
| Q4 2016 | $960,000 | – | 21,027 | – | 0.32% | – |
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% |