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 | $1,367,726 | -3.9% | 14,423 | -1.0% | 0.12% | +13.9% |
| Q2 2023 | $1,422,900 | +9.4% | 14,573 | -0.5% | 0.11% | -0.9% |
| Q1 2023 | $1,300,115 | +10.9% | 14,646 | +1.8% | 0.11% | -5.2% |
| Q4 2022 | $1,172,390 | +10.1% | 14,382 | +8.3% | 0.12% | -5.7% |
| Q3 2022 | $1,065,000 | -39.5% | 13,282 | -12.8% | 0.12% | -29.5% |
| Q4 2021 | $1,761,000 | +12.1% | 15,231 | -0.7% | 0.17% | -0.6% |
| Q3 2021 | $1,571,000 | -2.8% | 15,338 | -4.2% | 0.17% | -5.9% |
| Q2 2021 | $1,617,000 | +3.3% | 16,015 | -7.2% | 0.18% | -8.0% |
| Q1 2021 | $1,566,000 | +5.2% | 17,252 | +2.7% | 0.20% | -20.2% |
| Q4 2020 | $1,489,000 | +5.5% | 16,791 | -3.4% | 0.25% | -7.0% |
| Q3 2020 | $1,411,000 | +129.1% | 17,390 | +111.6% | 0.27% | +95.0% |
| Q2 2020 | $616,000 | +57.1% | 8,217 | +32.0% | 0.14% | +31.1% |
| Q1 2020 | $392,000 | -21.8% | 6,226 | -14.7% | 0.11% | -13.8% |
| Q4 2019 | $501,000 | +11.3% | 7,298 | +0.5% | 0.12% | -0.8% |
| Q3 2019 | $450,000 | -3.2% | 7,263 | +1.1% | 0.12% | -1.6% |
| Q2 2019 | $465,000 | +1.1% | 7,187 | -2.1% | 0.13% | -10.0% |
| Q1 2019 | $460,000 | +8.2% | 7,343 | -0.2% | 0.14% | +5.3% |
| Q4 2018 | $425,000 | +14.6% | 7,356 | +14.8% | 0.13% | -53.8% |
| Q3 2018 | $371,000 | -3.1% | 6,406 | -4.3% | 0.29% | -14.8% |
| Q2 2018 | $383,000 | +1.3% | 6,691 | -3.4% | 0.34% | -5.6% |
| Q1 2018 | $378,000 | +18.5% | 6,923 | +16.8% | 0.36% | +7.2% |
| Q4 2017 | $319,000 | – | 5,925 | – | 0.33% | – |
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% |