ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 457 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $305,060 | +8.8% | 2,393 | 0.0% | 0.02% | +4.8% |
| Q1 2024 | $280,484 | +12.6% | 2,393 | 0.0% | 0.02% | 0.0% |
| Q4 2023 | $249,111 | +9.8% | 2,393 | 0.0% | 0.02% | -4.5% |
| Q3 2023 | $226,928 | -2.9% | 2,393 | 0.0% | 0.02% | -4.3% |
| Q2 2023 | $233,653 | +10.0% | 2,393 | 0.0% | 0.02% | 0.0% |
| Q1 2023 | $212,427 | -6.6% | 2,393 | -14.2% | 0.02% | -14.8% |
| Q4 2022 | $227,441 | -2.8% | 2,790 | 0.0% | 0.03% | -10.0% |
| Q3 2022 | $234,000 | -1.3% | 2,790 | 0.0% | 0.03% | -11.8% |
| Q2 2022 | $237,000 | -19.7% | 2,790 | 0.0% | 0.03% | -20.9% |
| Q1 2022 | $295,000 | -8.7% | 2,790 | 0.0% | 0.04% | -18.9% |
| Q4 2021 | $323,000 | +12.9% | 2,790 | 0.0% | 0.05% | +1.9% |
| Q3 2021 | $286,000 | +1.4% | 2,790 | 0.0% | 0.05% | -20.0% |
| Q2 2021 | $282,000 | – | 2,790 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| DOLIVER ADVISORS, LP | 605,472 | $71,549,000 | 23.74% |
| Tennessee Valley Asset Management Partners | 329,871 | $33,000 | 15.64% |
| Madison Wealth Partners, Inc | 262,585 | $26,516,000 | 15.18% |
| Legacy Financial Group LLC | 453,289 | $45,773,000 | 13.82% |
| ForthRight Wealth Management, LLC | 185,777 | $18,760,000 | 11.90% |
| Mascoma Wealth Management LLC | 241,697 | $24,407,000 | 10.43% |
| IRONWOOD WEALTH MANAGEMENT, INC. | 128,778 | $13,004,000 | 9.33% |
| Petix & Botte Co | 93,854 | $9,477,000 | 6.61% |
| Elevation Capital Advisory, LLC | 95,991 | $9,694,000 | 5.44% |
| Advanced Asset Management Advisors Inc | 239,600 | $24,195,000 | 5.12% |