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 | $15,715,361 | -8.9% | 165,721 | -6.2% | 0.28% | -6.4% |
| Q2 2023 | $17,254,395 | +112123.7% | 176,714 | +2.0% | 0.30% | -6.6% |
| Q1 2023 | $15,375 | +39.5% | 173,202 | +28.1% | 0.32% | +6.0% |
| Q4 2022 | $11,019 | -99.9% | 135,167 | -11.3% | 0.30% | -23.3% |
| Q3 2022 | $12,211,000 | -2.3% | 152,301 | +2.0% | 0.39% | +0.3% |
| Q2 2022 | $12,503,000 | -15.2% | 149,376 | +7.0% | 0.39% | -13.7% |
| Q1 2022 | $14,748,000 | -21.8% | 139,579 | -14.4% | 0.45% | -19.5% |
| Q4 2021 | $18,849,000 | +10.2% | 162,995 | -2.4% | 0.56% | +0.7% |
| Q3 2021 | $17,097,000 | +14.5% | 166,950 | +13.0% | 0.56% | +5.1% |
| Q2 2021 | $14,926,000 | +11.7% | 147,807 | +0.4% | 0.53% | -3.5% |
| Q1 2021 | $13,360,000 | +0.4% | 147,150 | -1.9% | 0.55% | -12.9% |
| Q4 2020 | $13,301,000 | +4.6% | 149,968 | -5.7% | 0.63% | -19.8% |
| Q3 2020 | $12,721,000 | +8.6% | 159,048 | -2.4% | 0.78% | -7.0% |
| Q2 2020 | $11,714,000 | +16.5% | 162,964 | -7.5% | 0.84% | -9.3% |
| Q1 2020 | $10,057,000 | -19.9% | 176,165 | -5.1% | 0.93% | -12.3% |
| Q4 2019 | $12,552,000 | +8.2% | 185,572 | +0.6% | 1.06% | -18.9% |
| Q3 2019 | $11,601,000 | +2.9% | 184,520 | +2.5% | 1.30% | -11.6% |
| Q2 2019 | $11,279,000 | +3.4% | 179,945 | -0.5% | 1.48% | -20.0% |
| Q1 2019 | $10,912,000 | +2.8% | 180,906 | -10.1% | 1.85% | -35.9% |
| Q4 2018 | $10,610,000 | -0.3% | 201,337 | +17.9% | 2.88% | -10.3% |
| Q3 2018 | $10,637,000 | +3.9% | 170,789 | -4.1% | 3.21% | -8.0% |
| Q2 2018 | $10,240,000 | +10.1% | 178,021 | +1.9% | 3.50% | -6.3% |
| Q1 2018 | $9,300,000 | -2.9% | 174,652 | +1.3% | 3.73% | -9.0% |
| Q4 2017 | $9,582,000 | – | 172,473 | – | 4.10% | – |
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% |