ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 594 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is 0.19 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $1,213,028 | +237.4% | 10,349 | +199.7% | 0.03% | +166.7% |
| Q4 2023 | $359,475 | +50.2% | 3,453 | +36.8% | 0.01% | +33.3% |
| Q3 2023 | $239,397 | -2.9% | 2,524 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $246,491 | +12.2% | 2,524 | +2.0% | 0.01% | 0.0% |
| Q1 2023 | $219,593 | -17.4% | 2,474 | -24.1% | 0.01% | -30.8% |
| Q4 2022 | $265,721 | -7.1% | 3,260 | +20.6% | 0.01% | 0.0% |
| Q1 2022 | $286,000 | – | 2,703 | – | 0.01% | – |
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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% |