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 | $317,662 | -3.0% | 3,350 | 0.0% | 0.08% | -2.3% |
| Q2 2023 | $327,477 | +10.4% | 3,350 | +0.2% | 0.09% | +6.1% |
| Q1 2023 | $296,681 | +8.9% | 3,342 | 0.0% | 0.08% | 0.0% |
| Q4 2022 | $272,451 | +1.7% | 3,342 | 0.0% | 0.08% | -8.9% |
| Q3 2022 | $268,000 | -4.3% | 3,342 | 0.0% | 0.09% | -2.2% |
| Q2 2022 | $280,000 | -20.7% | 3,342 | 0.0% | 0.09% | -11.5% |
| Q1 2022 | $353,000 | -10.6% | 3,342 | -2.1% | 0.10% | -8.8% |
| Q4 2021 | $395,000 | +13.2% | 3,413 | 0.0% | 0.11% | -0.9% |
| Q3 2021 | $349,000 | +1.2% | 3,413 | 0.0% | 0.12% | -5.7% |
| Q2 2021 | $345,000 | +11.3% | 3,413 | 0.0% | 0.12% | -3.2% |
| Q1 2021 | $310,000 | -17.3% | 3,413 | -42.7% | 0.13% | -45.2% |
| Q3 2019 | $375,000 | +0.8% | 5,960 | +0.4% | 0.23% | -2.1% |
| Q2 2019 | $372,000 | +3.3% | 5,937 | +1.6% | 0.24% | -2.5% |
| Q1 2019 | $360,000 | +17.3% | 5,843 | +0.3% | 0.24% | -0.8% |
| Q4 2018 | $307,000 | -14.5% | 5,824 | +0.7% | 0.24% | -7.3% |
| Q3 2018 | $359,000 | – | 5,785 | – | 0.26% | – |
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% |