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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $96,859 | -42.8% | 992 | -48.0% | 0.01% | -26.3% |
| Q1 2023 | $169,373 | -87.0% | 1,908 | -87.1% | 0.02% | -79.1% |
| Q4 2022 | $1,303,012 | -28.8% | 14,812 | -25.0% | 0.09% | -28.3% |
| Q1 2022 | $1,830,000 | -14.4% | 19,753 | -2.2% | 0.13% | -9.9% |
| Q4 2021 | $2,138,000 | -5.9% | 20,207 | +2.2% | 0.14% | -6.6% |
| Q3 2021 | $2,271,000 | +28.2% | 19,763 | +17.2% | 0.15% | +20.8% |
| Q2 2021 | $1,772,000 | +23.5% | 16,860 | +12.2% | 0.12% | +12.6% |
| Q1 2021 | $1,435,000 | -0.9% | 15,026 | -4.3% | 0.11% | -9.8% |
| Q4 2020 | $1,448,000 | +4.9% | 15,698 | -4.9% | 0.12% | -8.9% |
| Q3 2020 | $1,381,000 | +46.1% | 16,509 | +38.8% | 0.14% | +37.8% |
| Q2 2020 | $945,000 | – | 11,897 | – | 0.10% | – |
Download | ||||||
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% |