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 | $351,155 | -2.9% | 3,703 | 0.0% | 0.11% | +2.9% |
| Q2 2023 | $361,561 | +5.6% | 3,703 | -4.0% | 0.10% | -1.0% |
| Q1 2023 | $342,386 | +1.4% | 3,857 | -6.9% | 0.10% | -4.5% |
| Q4 2022 | $337,656 | +1.7% | 4,142 | 0.0% | 0.11% | -1.8% |
| Q3 2022 | $332,000 | -9.3% | 4,142 | -5.3% | 0.11% | -4.3% |
| Q2 2022 | $366,000 | -20.8% | 4,373 | 0.0% | 0.12% | -8.6% |
| Q1 2022 | $462,000 | -9.1% | 4,373 | -0.5% | 0.13% | -7.2% |
| Q4 2021 | $508,000 | +12.1% | 4,395 | -0.7% | 0.14% | +3.8% |
| Q3 2021 | $453,000 | +0.4% | 4,426 | -1.1% | 0.13% | 0.0% |
| Q2 2021 | $451,000 | +7.1% | 4,473 | -3.6% | 0.13% | -0.7% |
| Q1 2021 | $421,000 | +2.2% | 4,642 | 0.0% | 0.13% | -2.2% |
| Q4 2020 | $412,000 | +9.3% | 4,642 | 0.0% | 0.14% | +0.7% |
| Q3 2020 | $377,000 | +2.4% | 4,642 | -8.4% | 0.14% | -4.9% |
| Q2 2020 | $368,000 | +24.7% | 5,069 | -2.2% | 0.14% | +10.9% |
| Q1 2020 | $295,000 | -16.4% | 5,183 | -0.7% | 0.13% | -5.8% |
| Q4 2019 | $353,000 | +17.7% | 5,221 | +9.4% | 0.14% | +9.6% |
| Q3 2019 | $300,000 | -1.0% | 4,773 | 0.0% | 0.12% | -3.1% |
| Q2 2019 | $303,000 | +2.7% | 4,773 | -1.7% | 0.13% | -3.7% |
| Q1 2019 | $295,000 | – | 4,854 | – | 0.13% | – |
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% |