ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 539 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.03 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,139,955 | -7.8% | 54,202 | -5.0% | 0.04% | -6.4% |
| Q2 2023 | $5,572,297 | +13.6% | 57,070 | +3.3% | 0.05% | +9.3% |
| Q1 2023 | $4,906,499 | +8.9% | 55,272 | -0.0% | 0.04% | +2.4% |
| Q4 2022 | $4,507,312 | +6.9% | 55,291 | +5.2% | 0.04% | -50.0% |
| Q3 2022 | $4,215,000 | -4.5% | 52,573 | -0.3% | 0.08% | +20.0% |
| Q2 2022 | $4,413,000 | -9.9% | 52,724 | +13.7% | 0.07% | 0.0% |
| Q1 2022 | $4,898,000 | -7.9% | 46,360 | +0.9% | 0.07% | -7.9% |
| Q4 2021 | $5,316,000 | +46.5% | 45,968 | +29.7% | 0.08% | +31.0% |
| Q3 2021 | $3,628,000 | -5.6% | 35,429 | -6.9% | 0.06% | -6.5% |
| Q2 2021 | $3,844,000 | +16.8% | 38,064 | +5.0% | 0.06% | -4.6% |
| Q1 2021 | $3,291,000 | -3.7% | 36,251 | -5.9% | 0.06% | -4.4% |
| Q4 2020 | $3,418,000 | +1078.6% | 38,544 | +961.2% | 0.07% | +183.3% |
| Q3 2020 | $290,000 | +16.5% | 3,632 | +4.8% | 0.02% | +4.3% |
| Q2 2020 | $249,000 | +18.0% | 3,467 | +11.2% | 0.02% | +9.5% |
| Q4 2019 | $211,000 | – | 3,119 | – | 0.02% | – |
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% |