ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 431 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $3,540,777 | +9.6% | 27,574 | 0.0% | 0.54% | +4.7% |
| Q1 2024 | $3,231,949 | +12.6% | 27,574 | 0.0% | 0.52% | +6.0% |
| Q4 2023 | $2,870,453 | +9.8% | 27,574 | 0.0% | 0.49% | -1.4% |
| Q3 2023 | $2,614,842 | -2.9% | 27,574 | 0.0% | 0.49% | -2.2% |
| Q2 2023 | $2,692,325 | +1.4% | 27,574 | -7.8% | 0.50% | -0.6% |
| Q1 2023 | $2,655,732 | +6.4% | 29,917 | -2.2% | 0.51% | +3.0% |
| Q4 2022 | $2,494,838 | +1.2% | 30,604 | -0.5% | 0.49% | -12.5% |
| Q3 2022 | $2,465,000 | -4.2% | 30,746 | 0.0% | 0.56% | +1.3% |
| Q2 2022 | $2,573,000 | -12.1% | 30,746 | +10.9% | 0.56% | +1.1% |
| Q1 2022 | $2,928,000 | -8.6% | 27,716 | 0.0% | 0.55% | -9.1% |
| Q4 2021 | $3,205,000 | +91.0% | 27,716 | +69.2% | 0.60% | +72.1% |
| Q3 2021 | $1,678,000 | -52.8% | 16,382 | -53.4% | 0.35% | -51.7% |
| Q2 2021 | $3,552,000 | +11.2% | 35,172 | 0.0% | 0.73% | +4.0% |
| Q1 2021 | $3,193,000 | +2.4% | 35,172 | 0.0% | 0.70% | -2.2% |
| Q4 2020 | $3,119,000 | +19.1% | 35,172 | -3.4% | 0.72% | +3.2% |
| Q2 2020 | $2,618,000 | +25.9% | 36,422 | 0.0% | 0.69% | +3.0% |
| Q1 2020 | $2,079,000 | -16.5% | 36,422 | -1.0% | 0.67% | +7.5% |
| Q4 2019 | $2,489,000 | +7.6% | 36,797 | 0.0% | 0.63% | -5.6% |
| Q3 2019 | $2,313,000 | +0.3% | 36,797 | 0.0% | 0.66% | -8.9% |
| Q2 2019 | $2,306,000 | +0.2% | 36,797 | -3.5% | 0.73% | -3.4% |
| Q1 2019 | $2,301,000 | -2.9% | 38,144 | 0.0% | 0.75% | +1.5% |
| Q4 2018 | $2,370,000 | 0.0% | 38,144 | 0.0% | 0.74% | 0.0% |
| Q3 2018 | $2,370,000 | +8.6% | 38,144 | 0.0% | 0.74% | +3.9% |
| Q2 2018 | $2,182,000 | +0.8% | 38,144 | -3.7% | 0.72% | -0.6% |
| Q1 2018 | $2,164,000 | +1.6% | 39,622 | 0.0% | 0.72% | +1.7% |
| Q4 2017 | $2,130,000 | – | 39,622 | – | 0.71% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| DOLIVER ADVISORS, LP | 605,472 | $71,549,000 | 23.74% |
| Tennessee Valley Asset Management Partners | 329,871 | $33,000 | 15.64% |
| Madison Wealth Partners, Inc | 262,585 | $26,516,000 | 15.18% |
| Legacy Financial Group LLC | 453,289 | $45,773,000 | 13.82% |
| ForthRight Wealth Management, LLC | 185,777 | $18,760,000 | 11.90% |
| Mascoma Wealth Management LLC | 241,697 | $24,407,000 | 10.43% |
| IRONWOOD WEALTH MANAGEMENT, INC. | 128,778 | $13,004,000 | 9.33% |
| Petix & Botte Co | 93,854 | $9,477,000 | 6.61% |
| Elevation Capital Advisory, LLC | 95,991 | $9,694,000 | 5.44% |
| Advanced Asset Management Advisors Inc | 239,600 | $24,195,000 | 5.12% |