ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 358 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $391,189 | -2.9% | 4,125 | 0.0% | 0.03% | -10.3% |
| Q2 2023 | $402,781 | +10.0% | 4,125 | +0.0% | 0.03% | +3.6% |
| Q1 2023 | $366,088 | +7.9% | 4,124 | -0.9% | 0.03% | 0.0% |
| Q4 2022 | $339,226 | +10.5% | 4,161 | +8.6% | 0.03% | -12.5% |
| Q3 2022 | $307,000 | -0.3% | 3,833 | +4.1% | 0.03% | +14.3% |
| Q2 2022 | $308,000 | -11.7% | 3,682 | +11.5% | 0.03% | 0.0% |
| Q1 2022 | $349,000 | -95.2% | 3,301 | -94.8% | 0.03% | -94.7% |
| Q4 2021 | $7,317,000 | +184.4% | 63,270 | +151.8% | 0.53% | +139.5% |
| Q3 2021 | $2,573,000 | +403.5% | 25,125 | +396.9% | 0.22% | +388.9% |
| Q2 2021 | $511,000 | +15.9% | 5,056 | +4.0% | 0.04% | -4.3% |
| Q1 2021 | $441,000 | +0.7% | 4,862 | -1.5% | 0.05% | -21.7% |
| Q4 2020 | $438,000 | +100.0% | 4,937 | +79.9% | 0.06% | +13.2% |
| Q3 2020 | $219,000 | +40.4% | 2,744 | +0.1% | 0.05% | -52.3% |
| Q1 2020 | $156,000 | – | 2,741 | – | 0.11% | – |
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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% |