ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 539 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.03 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,724 | +179.3% | 92 | +187.5% | 0.00% | – |
| Q2 2023 | $3,124 | +10.0% | 32 | 0.0% | 0.00% | – |
| Q1 2023 | $2,841 | -74.2% | 32 | -70.1% | 0.00% | -100.0% |
| Q1 2022 | $11,000 | -8.3% | 107 | +1.9% | 0.00% | 0.0% |
| Q4 2021 | $12,000 | +33.3% | 105 | +20.7% | 0.00% | 0.0% |
| Q3 2021 | $9,000 | 0.0% | 87 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $9,000 | +12.5% | 87 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $8,000 | -20.0% | 87 | -25.0% | 0.00% | -33.3% |
| Q4 2020 | $10,000 | +11.1% | 116 | 0.0% | 0.00% | -25.0% |
| Q3 2020 | $9,000 | – | 116 | – | 0.00% | – |
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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% |