ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 555 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.44 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $79,918 | -2.8% | 843 | +0.1% | 0.04% | +2.6% |
| Q2 2023 | $82,244 | +10.0% | 842 | 0.0% | 0.04% | +8.6% |
| Q1 2023 | $74,749 | +8.9% | 842 | 0.0% | 0.04% | +6.1% |
| Q4 2022 | $68,611 | +2.4% | 842 | +0.1% | 0.03% | -5.7% |
| Q3 2022 | $67,000 | -4.3% | 841 | 0.0% | 0.04% | 0.0% |
| Q2 2022 | $70,000 | -21.3% | 841 | 0.0% | 0.04% | -5.4% |
| Q1 2022 | $89,000 | -8.2% | 841 | 0.0% | 0.04% | -24.5% |
| Q4 2021 | $97,000 | +12.8% | 841 | +0.1% | 0.05% | +28.9% |
| Q3 2021 | $86,000 | +1.2% | 840 | 0.0% | 0.04% | +2.7% |
| Q2 2021 | $85,000 | +11.8% | 840 | 0.0% | 0.04% | +5.7% |
| Q1 2021 | $76,000 | +2.7% | 840 | 0.0% | 0.04% | -7.9% |
| Q4 2020 | $74,000 | +10.4% | 840 | 0.0% | 0.04% | -5.0% |
| Q3 2020 | $67,000 | +11.7% | 840 | +0.1% | 0.04% | +5.3% |
| Q2 2020 | $60,000 | +17.6% | 839 | -6.8% | 0.04% | 0.0% |
| Q1 2020 | $51,000 | -15.0% | 900 | +2.0% | 0.04% | +18.8% |
| Q4 2019 | $60,000 | +9.1% | 882 | 0.0% | 0.03% | +3.2% |
| Q3 2019 | $55,000 | +19.6% | 882 | +21.3% | 0.03% | +14.8% |
| Q2 2019 | $46,000 | – | 727 | – | 0.03% | – |
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% |