ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 425 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $4,495,731 | -2.6% | 47,488 | +0.4% | 0.23% | +0.4% |
Q2 2023 | $4,616,944 | +18.6% | 47,285 | +7.5% | 0.22% | +8.7% |
Q1 2023 | $3,894,024 | +14.8% | 43,970 | +5.7% | 0.21% | -11.2% |
Q4 2022 | $3,390,820 | -3.3% | 41,595 | -0.3% | 0.23% | -12.4% |
Q3 2022 | $3,508,000 | -9.6% | 41,713 | -10.0% | 0.27% | -14.7% |
Q2 2022 | $3,880,000 | -3.4% | 46,360 | -1.2% | 0.31% | -1.3% |
Q1 2022 | $4,015,000 | -22.3% | 46,935 | -7.0% | 0.32% | -38.2% |
Q3 2021 | $5,167,000 | -1.4% | 50,459 | -2.7% | 0.51% | -4.8% |
Q2 2021 | $5,238,000 | +6.6% | 51,872 | -4.2% | 0.54% | -6.6% |
Q1 2021 | $4,916,000 | +1.6% | 54,149 | -0.8% | 0.58% | -5.1% |
Q4 2020 | $4,840,000 | -1.4% | 54,569 | -11.1% | 0.61% | -15.7% |
Q3 2020 | $4,911,000 | -16.7% | 61,399 | -25.2% | 0.72% | -23.6% |
Q2 2020 | $5,897,000 | +10.6% | 82,036 | -12.2% | 0.94% | -6.7% |
Q1 2020 | $5,333,000 | -17.9% | 93,422 | -2.7% | 1.01% | +1.4% |
Q4 2019 | $6,494,000 | +10.1% | 96,006 | +2.3% | 1.00% | +2.6% |
Q3 2019 | $5,899,000 | +5.0% | 93,823 | +4.7% | 0.97% | -9.9% |
Q2 2019 | $5,618,000 | +80.8% | 89,622 | +74.0% | 1.08% | +43.1% |
Q1 2019 | $3,108,000 | +12.1% | 51,518 | -2.1% | 0.75% | +6.1% |
Q4 2018 | $2,773,000 | -9.7% | 52,618 | +6.4% | 0.71% | +2.2% |
Q3 2018 | $3,071,000 | +16.6% | 49,440 | +7.3% | 0.69% | +4.2% |
Q2 2018 | $2,634,000 | +26.0% | 46,057 | +20.3% | 0.67% | +15.6% |
Q1 2018 | $2,091,000 | +17.0% | 38,277 | +15.2% | 0.58% | +17.3% |
Q4 2017 | $1,787,000 | +44.1% | 33,237 | +35.3% | 0.49% | -4.3% |
Q3 2017 | $1,240,000 | +24.2% | 24,560 | +18.6% | 0.51% | +9.4% |
Q2 2017 | $998,000 | +37.5% | 20,715 | +32.3% | 0.47% | +15.5% |
Q1 2017 | $726,000 | – | 15,656 | – | 0.41% | – |
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% |