ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 414 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $16,592,879 | +53.8% | 174,975 | +58.4% | 0.91% | +63.5% |
| Q2 2023 | $10,788,274 | +14.9% | 110,490 | +5.1% | 0.56% | +11.8% |
| Q1 2023 | $9,390,804 | -65.2% | 105,167 | -68.2% | 0.50% | -69.5% |
| Q4 2022 | $26,992,540 | -8.9% | 331,116 | -10.4% | 1.64% | -20.3% |
| Q3 2022 | $29,639,000 | +57.3% | 369,655 | +64.2% | 2.06% | +44.7% |
| Q2 2022 | $18,838,000 | -19.1% | 225,066 | +2.2% | 1.42% | -23.7% |
| Q1 2022 | $23,276,000 | +3.3% | 220,287 | +13.0% | 1.86% | +4.0% |
| Q4 2021 | $22,534,000 | +18.9% | 194,867 | +5.3% | 1.79% | +15.8% |
| Q3 2021 | $18,946,000 | +16.1% | 185,003 | +14.5% | 1.55% | +15.5% |
| Q2 2021 | $16,315,000 | +1.5% | 161,571 | -8.8% | 1.34% | -6.8% |
| Q1 2021 | $16,077,000 | +189.2% | 177,072 | +182.5% | 1.44% | +168.6% |
| Q4 2020 | $5,559,000 | +101.0% | 62,685 | +81.3% | 0.54% | +78.9% |
| Q3 2020 | $2,766,000 | +7.4% | 34,584 | -3.5% | 0.30% | -11.5% |
| Q2 2020 | $2,575,000 | +65.8% | 35,822 | +31.7% | 0.34% | +33.6% |
| Q1 2020 | $1,553,000 | -9.6% | 27,208 | +7.1% | 0.25% | -15.7% |
| Q4 2019 | $1,718,000 | +5.7% | 25,402 | -1.7% | 0.30% | +14.1% |
| Q3 2019 | $1,625,000 | +1.5% | 25,849 | +1.2% | 0.26% | +3.5% |
| Q2 2019 | $1,601,000 | +53266.7% | 25,544 | +50988.0% | 0.25% | +25300.0% |
| Q4 2018 | $3,000 | -99.8% | 50 | -99.8% | 0.00% | -99.8% |
| Q3 2018 | $1,784,000 | +162.4% | 28,727 | +140.7% | 0.59% | +268.8% |
| Q2 2018 | $680,000 | – | 11,935 | – | 0.16% | – |
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% |