ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 451 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.60 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,673 | -3.9% | 38,736 | -1.0% | 2.78% | -1.4% |
| Q2 2023 | $3,822 | +8.6% | 39,147 | -1.3% | 2.82% | +3.5% |
| Q1 2023 | $3,519 | +11.5% | 39,643 | +1.9% | 2.73% | +3.7% |
| Q4 2022 | $3,155 | -99.9% | 38,899 | -0.3% | 2.63% | -2.8% |
| Q3 2022 | $3,128,000 | -0.1% | 39,010 | +4.3% | 2.70% | +6.5% |
| Q2 2022 | $3,130,000 | -18.3% | 37,394 | +3.0% | 2.54% | -7.7% |
| Q1 2022 | $3,832,000 | -7.0% | 36,294 | +2.2% | 2.75% | -0.4% |
| Q4 2021 | $4,122,000 | +16.2% | 35,529 | +2.6% | 2.76% | +10.3% |
| Q3 2021 | $3,547,000 | -0.1% | 34,638 | -1.5% | 2.50% | +4.9% |
| Q2 2021 | $3,551,000 | +15.4% | 35,167 | +3.7% | 2.39% | +8.6% |
| Q1 2021 | $3,077,000 | +2.6% | 33,901 | +0.2% | 2.20% | +0.9% |
| Q4 2020 | $2,998,000 | +0.4% | 33,849 | -9.2% | 2.18% | -11.6% |
| Q3 2020 | $2,987,000 | +12.3% | 37,266 | +0.1% | 2.46% | +6.4% |
| Q2 2020 | $2,661,000 | +8.3% | 37,214 | -13.5% | 2.32% | +1.7% |
| Q1 2020 | $2,456,000 | +3.8% | 43,025 | +23.0% | 2.28% | +35.0% |
| Q4 2019 | $2,365,000 | +8.4% | 34,970 | +0.8% | 1.69% | +3.2% |
| Q3 2019 | $2,181,000 | +11.4% | 34,701 | +11.2% | 1.63% | +12.3% |
| Q2 2019 | $1,957,000 | +20.6% | 31,218 | +16.0% | 1.46% | +19.4% |
| Q1 2019 | $1,623,000 | +101.4% | 26,907 | +75.9% | 1.22% | +81.1% |
| Q4 2018 | $806,000 | -8.5% | 15,297 | +7.8% | 0.67% | +6.2% |
| Q3 2018 | $881,000 | -3.5% | 14,190 | -11.1% | 0.63% | +2.4% |
| Q2 2018 | $913,000 | +25.1% | 15,960 | +19.4% | 0.62% | +26.3% |
| Q1 2018 | $730,000 | +76.8% | 13,370 | +74.0% | 0.49% | +69.6% |
| Q4 2017 | $413,000 | – | 7,686 | – | 0.29% | – |
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% |