ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 468 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.29 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,166,638 | -45.9% | 12,302 | -44.3% | 0.20% | -46.9% |
| Q2 2023 | $2,158,392 | -2.5% | 22,106 | -18.6% | 0.37% | -16.0% |
| Q4 2022 | $2,213,202 | +0.6% | 27,149 | -1.0% | 0.44% | -2.0% |
| Q3 2022 | $2,199,000 | -1.8% | 27,423 | +2.5% | 0.45% | +0.5% |
| Q2 2022 | $2,239,000 | -18.9% | 26,747 | +2.4% | 0.44% | -5.3% |
| Q1 2022 | $2,760,000 | -8.2% | 26,120 | +0.5% | 0.47% | -4.9% |
| Q4 2021 | $3,006,000 | +18.7% | 25,995 | +5.1% | 0.49% | +7.6% |
| Q3 2021 | $2,533,000 | +7.1% | 24,736 | +5.6% | 0.46% | +6.8% |
| Q2 2021 | $2,366,000 | +25.2% | 23,427 | +12.5% | 0.43% | +16.6% |
| Q1 2021 | $1,890,000 | +5.7% | 20,817 | +3.3% | 0.37% | -1.1% |
| Q4 2020 | $1,788,000 | +27.3% | 20,161 | +14.7% | 0.37% | +7.8% |
| Q3 2020 | $1,405,000 | +20.1% | 17,573 | +8.0% | 0.34% | +8.5% |
| Q2 2020 | $1,170,000 | +41.0% | 16,277 | +11.9% | 0.32% | +15.6% |
| Q1 2020 | $830,000 | -23.6% | 14,544 | -9.5% | 0.28% | -5.8% |
| Q4 2019 | $1,087,000 | – | 16,071 | – | 0.29% | – |
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% |