ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 350 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is 0.56 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $633,250 | +0.8% | 7,768 | -0.9% | 0.25% | -4.6% |
| Q3 2022 | $628,000 | -63.7% | 7,836 | -62.1% | 0.26% | -62.7% |
| Q2 2022 | $1,728,000 | -32.6% | 20,653 | -14.9% | 0.70% | -28.5% |
| Q1 2022 | $2,565,000 | -45.8% | 24,277 | -40.7% | 0.98% | +4.6% |
| Q4 2021 | $4,734,000 | +0.6% | 40,939 | -10.9% | 0.94% | -48.1% |
| Q3 2021 | $4,704,000 | +0.4% | 45,938 | -1.0% | 1.81% | +3.8% |
| Q2 2021 | $4,686,000 | +17.4% | 46,407 | +5.5% | 1.75% | +1.7% |
| Q1 2021 | $3,993,000 | -7.3% | 43,991 | -9.4% | 1.72% | -15.5% |
| Q4 2020 | $4,306,000 | +25.6% | 48,560 | +13.3% | 2.03% | +9.0% |
| Q3 2020 | $3,427,000 | -3.1% | 42,850 | -12.9% | 1.86% | -5.1% |
| Q2 2020 | $3,536,000 | +22.9% | 49,198 | -2.4% | 1.97% | +2.4% |
| Q1 2020 | $2,877,000 | -3.6% | 50,394 | +14.2% | 1.92% | +11.8% |
| Q4 2019 | $2,984,000 | +9.9% | 44,124 | +2.1% | 1.72% | -0.9% |
| Q3 2019 | $2,716,000 | +1.8% | 43,205 | +1.5% | 1.73% | -4.3% |
| Q2 2019 | $2,669,000 | +4.4% | 42,582 | +0.4% | 1.81% | -1.3% |
| Q1 2019 | $2,557,000 | +12.2% | 42,402 | -1.9% | 1.83% | +6.8% |
| Q4 2018 | $2,278,000 | -15.0% | 43,243 | +0.5% | 1.72% | -12.2% |
| Q3 2018 | $2,679,000 | +9.3% | 43,026 | +0.9% | 1.96% | +9.5% |
| Q2 2018 | $2,452,000 | +4.7% | 42,645 | -0.6% | 1.79% | -2.5% |
| Q1 2018 | $2,343,000 | +4.3% | 42,910 | +6.1% | 1.83% | +8.3% |
| Q4 2017 | $2,246,000 | – | 40,441 | – | 1.69% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| DOLIVER ADVISORS, LP | 605,472 | $71,549,000 | 23.74% |
| Tennessee Valley Asset Management Partners | 329,871 | $33,000 | 15.64% |
| Madison Wealth Partners, Inc | 262,585 | $26,516,000 | 15.18% |
| Legacy Financial Group LLC | 453,289 | $45,773,000 | 13.82% |
| ForthRight Wealth Management, LLC | 185,777 | $18,760,000 | 11.90% |
| Mascoma Wealth Management LLC | 241,697 | $24,407,000 | 10.43% |
| IRONWOOD WEALTH MANAGEMENT, INC. | 128,778 | $13,004,000 | 9.33% |
| Petix & Botte Co | 93,854 | $9,477,000 | 6.61% |
| Elevation Capital Advisory, LLC | 95,991 | $9,694,000 | 5.44% |
| Advanced Asset Management Advisors Inc | 239,600 | $24,195,000 | 5.12% |