ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 555 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.44 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $670 | +46.0% | 7,070 | +36.7% | 0.40% | +8.9% |
| Q1 2023 | $459 | -24.0% | 5,173 | -30.2% | 0.37% | -12.3% |
| Q4 2022 | $604 | -99.9% | 7,406 | +32.0% | 0.42% | +6.3% |
| Q3 2022 | $450,000 | -39.5% | 5,609 | -36.9% | 0.40% | -23.8% |
| Q2 2022 | $744,000 | -22.2% | 8,887 | -1.8% | 0.52% | -20.6% |
| Q1 2022 | $956,000 | -8.6% | 9,046 | 0.0% | 0.66% | -5.9% |
| Q4 2021 | $1,046,000 | -8.6% | 9,046 | -20.2% | 0.70% | -33.2% |
| Q2 2021 | $1,144,000 | +9.3% | 11,329 | -1.7% | 1.04% | +29.4% |
| Q1 2021 | $1,047,000 | 0.0% | 11,527 | -2.3% | 0.81% | -1.8% |
| Q4 2020 | $1,047,000 | – | 11,804 | – | 0.82% | – |
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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% |