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 | $44,570 | -2.9% | 470 | 0.0% | 0.01% | -7.7% |
| Q2 2023 | $45,891 | +39.1% | 470 | +19.6% | 0.01% | +18.2% |
| Q2 2022 | $33,000 | -21.4% | 393 | 0.0% | 0.01% | -15.4% |
| Q1 2022 | $42,000 | -6.7% | 393 | 0.0% | 0.01% | -7.1% |
| Q4 2021 | $45,000 | +4.7% | 393 | -6.2% | 0.01% | 0.0% |
| Q3 2021 | $43,000 | +7.5% | 419 | +6.6% | 0.01% | +7.7% |
| Q2 2021 | $40,000 | +11.1% | 393 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $36,000 | +2.9% | 393 | 0.0% | 0.01% | -7.1% |
| Q4 2020 | $35,000 | +12.9% | 393 | 0.0% | 0.01% | +7.7% |
| Q3 2020 | $31,000 | +10.7% | 393 | 0.0% | 0.01% | +8.3% |
| Q2 2020 | $28,000 | +27.3% | 393 | 0.0% | 0.01% | +9.1% |
| Q1 2020 | $22,000 | -18.5% | 393 | 0.0% | 0.01% | 0.0% |
| Q4 2019 | $27,000 | +8.0% | 393 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $25,000 | 0.0% | 393 | 0.0% | 0.01% | -8.3% |
| Q2 2019 | $25,000 | -3.8% | 393 | -10.5% | 0.01% | -14.3% |
| Q1 2019 | $26,000 | +13.0% | 439 | 0.0% | 0.01% | +7.7% |
| Q4 2018 | $23,000 | – | 439 | – | 0.01% | – |
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% |