ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 594 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is 0.19 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,024,901 | -5.5% | 7,976 | -13.8% | 0.19% | -26.1% |
| Q1 2024 | $1,085,075 | -76.6% | 9,258 | -79.4% | 0.25% | -74.6% |
| Q4 2023 | $4,635,861 | -64.3% | 44,887 | -67.0% | 1.00% | -68.6% |
| Q3 2023 | $12,969,847 | +83.6% | 136,168 | +86.7% | 3.18% | +83.2% |
| Q2 2023 | $7,063,123 | +35.1% | 72,948 | +23.7% | 1.73% | +28.1% |
| Q1 2023 | $5,228,717 | -6.0% | 58,976 | -11.3% | 1.35% | -8.0% |
| Q4 2022 | $5,563,306 | +219.0% | 66,453 | +206.7% | 1.47% | +158.2% |
| Q3 2022 | $1,744,000 | -60.4% | 21,667 | -58.1% | 0.57% | -56.3% |
| Q2 2022 | $4,406,000 | -42.6% | 51,674 | -36.6% | 1.30% | -27.8% |
| Q1 2022 | $7,681,000 | +102.6% | 81,543 | +149.0% | 1.80% | +71.6% |
| Q4 2021 | $3,791,000 | +321.7% | 32,744 | +276.2% | 1.05% | +236.1% |
| Q3 2021 | $899,000 | +10.3% | 8,703 | +7.7% | 0.31% | +13.0% |
| Q2 2021 | $815,000 | -40.4% | 8,083 | -35.5% | 0.28% | -23.5% |
| Q1 2021 | $1,368,000 | +1.3% | 12,530 | -18.8% | 0.36% | -25.2% |
| Q4 2020 | $1,350,000 | -56.7% | 15,438 | -60.4% | 0.48% | -61.9% |
| Q3 2020 | $3,117,000 | +2.6% | 38,976 | -7.8% | 1.27% | -13.5% |
| Q2 2020 | $3,039,000 | +18.3% | 42,280 | -4.7% | 1.47% | -16.9% |
| Q1 2020 | $2,569,000 | – | 44,367 | – | 1.77% | – |
Download | ||||||
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% |