ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 451 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.60 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,428,235 | -3.3% | 15,061 | -0.4% | 0.35% | -1.4% |
| Q2 2023 | $1,476,219 | -0.6% | 15,119 | -9.6% | 0.35% | -5.9% |
| Q1 2023 | $1,484,945 | -38.1% | 16,728 | -43.1% | 0.37% | -42.5% |
| Q4 2022 | $2,397,503 | +119.4% | 29,410 | +115.7% | 0.65% | +104.7% |
| Q3 2022 | $1,093,000 | -9.0% | 13,634 | -5.0% | 0.32% | -7.6% |
| Q2 2022 | $1,201,000 | -10.3% | 14,349 | +13.2% | 0.34% | +0.9% |
| Q1 2022 | $1,339,000 | -9.8% | 12,677 | -1.3% | 0.34% | -7.8% |
| Q4 2021 | $1,485,000 | +4.8% | 12,842 | -7.2% | 0.37% | -2.6% |
| Q3 2021 | $1,417,000 | -17.6% | 13,839 | -18.7% | 0.38% | -19.3% |
| Q2 2021 | $1,719,000 | +7.0% | 17,024 | -3.8% | 0.47% | -4.3% |
| Q1 2021 | $1,607,000 | -1.8% | 17,704 | -4.1% | 0.49% | -5.7% |
| Q4 2020 | $1,637,000 | +4.8% | 18,457 | -5.5% | 0.52% | -3.5% |
| Q3 2020 | $1,562,000 | -28.6% | 19,531 | -35.9% | 0.54% | -32.7% |
| Q2 2020 | $2,189,000 | +24.2% | 30,456 | -1.3% | 0.80% | +9.1% |
| Q1 2020 | $1,762,000 | -28.5% | 30,856 | -15.3% | 0.74% | -18.5% |
| Q4 2019 | $2,465,000 | +6.8% | 36,446 | -0.7% | 0.90% | -2.6% |
| Q3 2019 | $2,307,000 | +1.1% | 36,696 | +0.8% | 0.93% | -2.6% |
| Q2 2019 | $2,283,000 | -4.4% | 36,420 | -8.0% | 0.95% | -13.0% |
| Q1 2019 | $2,387,000 | +7.9% | 39,570 | -5.8% | 1.10% | -9.9% |
| Q4 2018 | $2,213,000 | -11.8% | 41,988 | +3.9% | 1.22% | -5.0% |
| Q3 2018 | $2,510,000 | +1.1% | 40,400 | -6.9% | 1.28% | -6.1% |
| Q2 2018 | $2,482,000 | +6.0% | 43,400 | +1.2% | 1.36% | +1.5% |
| Q1 2018 | $2,342,000 | +1.4% | 42,885 | -0.2% | 1.34% | +1.2% |
| Q4 2017 | $2,310,000 | – | 42,965 | – | 1.33% | – |
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% |