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 | $870,445 | -3.6% | 9,179 | -0.7% | 0.05% | -1.9% |
| Q2 2023 | $902,682 | -3.3% | 9,245 | -12.1% | 0.05% | -10.2% |
| Q1 2023 | $933,771 | -18.5% | 10,519 | -25.1% | 0.06% | -28.9% |
| Q4 2022 | $1,145,519 | -2.7% | 14,052 | -4.3% | 0.08% | -13.5% |
| Q3 2022 | $1,177,000 | -99.9% | 14,686 | -5.7% | 0.10% | -3.0% |
| Q2 2022 | $1,304,129,000 | +81357.2% | 15,581 | +2.8% | 0.10% | -7.5% |
| Q1 2022 | $1,601,000 | -15.7% | 15,156 | -7.8% | 0.11% | -13.0% |
| Q4 2021 | $1,900,000 | +9.7% | 16,438 | -2.8% | 0.12% | 0.0% |
| Q3 2021 | $1,732,000 | -3.3% | 16,920 | -4.7% | 0.12% | -14.6% |
| Q2 2021 | $1,792,000 | -5.9% | 17,751 | -15.4% | 0.14% | -9.4% |
| Q1 2021 | $1,905,000 | +20.3% | 20,993 | +17.5% | 0.16% | -8.6% |
| Q4 2020 | $1,584,000 | +70.0% | 17,869 | +53.3% | 0.17% | -23.3% |
| Q3 2020 | $932,000 | +13.2% | 11,655 | +1.7% | 0.23% | -5.0% |
| Q2 2020 | $823,000 | -33.5% | 11,461 | -47.1% | 0.24% | -48.7% |
| Q1 2020 | $1,237,000 | -29.6% | 21,676 | -16.6% | 0.47% | -12.6% |
| Q4 2019 | $1,758,000 | – | 25,993 | – | 0.53% | – |
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% |