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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $342,553 | +9.0% | 3,508 | -0.9% | 0.06% | -3.4% |
| Q1 2023 | $314,252 | +8.3% | 3,540 | -0.6% | 0.06% | -1.7% |
| Q4 2022 | $290,273 | +11.2% | 3,561 | +9.4% | 0.06% | +15.4% |
| Q3 2022 | $261,000 | -4.0% | 3,254 | +0.1% | 0.05% | +2.0% |
| Q2 2022 | $272,000 | -20.7% | 3,251 | +0.1% | 0.05% | -7.3% |
| Q1 2022 | $343,000 | +4.6% | 3,249 | +14.5% | 0.06% | +14.6% |
| Q4 2021 | $328,000 | +13.1% | 2,837 | +0.0% | 0.05% | +6.7% |
| Q3 2021 | $290,000 | -33.3% | 2,836 | -34.4% | 0.04% | -34.8% |
| Q2 2021 | $435,000 | +34.3% | 4,322 | +21.2% | 0.07% | +16.9% |
| Q1 2021 | $324,000 | +5.9% | 3,565 | +3.2% | 0.06% | -6.3% |
| Q4 2020 | $306,000 | +25.4% | 3,454 | +1.8% | 0.06% | 0.0% |
| Q2 2020 | $244,000 | +5.6% | 3,392 | -16.2% | 0.06% | -12.5% |
| Q1 2020 | $231,000 | -22.2% | 4,049 | -14.5% | 0.07% | -32.1% |
| Q4 2019 | $297,000 | 0.0% | 4,733 | 0.0% | 0.11% | 0.0% |
| Q3 2019 | $297,000 | +6.1% | 4,733 | +5.8% | 0.11% | 0.0% |
| Q2 2019 | $280,000 | +6.5% | 4,472 | +5.1% | 0.11% | 0.0% |
| Q1 2019 | $263,000 | -6.1% | 4,254 | -17.3% | 0.11% | -25.4% |
| Q4 2018 | $280,000 | +23.9% | 5,143 | +41.4% | 0.14% | +36.5% |
| Q3 2018 | $226,000 | +205.4% | 3,637 | +137.7% | 0.10% | +197.1% |
| Q2 2017 | $74,000 | – | 1,530 | – | 0.04% | – |
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% |