ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 656 filers reported holding ISHARES TR in Q2 2024. The put-call ratio across all filers is 0.78 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $271,910 | +8.0% | 2,133 | -0.7% | 0.01% | 0.0% |
| Q1 2024 | $251,879 | +12.7% | 2,149 | +0.1% | 0.01% | 0.0% |
| Q4 2023 | $223,506 | +10.6% | 2,147 | +22.8% | 0.01% | +18.2% |
| Q4 2021 | $202,000 | -3.8% | 1,748 | -15.8% | 0.01% | -26.7% |
| Q2 2021 | $210,000 | -88.0% | 2,077 | -89.2% | 0.02% | -89.1% |
| Q1 2021 | $1,750,000 | +0.1% | 19,270 | -2.2% | 0.14% | -13.2% |
| Q4 2020 | $1,748,000 | +13.9% | 19,711 | +2.7% | 0.16% | -3.6% |
| Q3 2020 | $1,535,000 | +2.5% | 19,197 | -7.8% | 0.16% | -12.7% |
| Q2 2020 | $1,497,000 | +32.4% | 20,824 | +5.1% | 0.19% | +5.6% |
| Q1 2020 | $1,131,000 | -22.1% | 19,813 | -7.7% | 0.18% | -10.5% |
| Q4 2019 | $1,451,000 | – | 21,459 | – | 0.20% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Mascoma Wealth Management LLC | 266,258 | $15,230,000 | 10.72% |
| Financial Partners Group, Inc | 152,263 | $8,709,000 | 6.39% |
| F3Logic, LLC | 141,368 | $8,111,000 | 5.79% |
| GM Advisory Group, LLC | 287,737 | $16,459,000 | 4.89% |
| Community Financial Services Group, LLC | 221,655 | $12,679,000 | 4.54% |
| Advanced Asset Management Advisors Inc | 239,600 | $13,705,000 | 4.42% |
| Integrated Wealth Concepts LLC | 178,021 | $10,240,000 | 3.50% |
| Portfolio Strategies, Inc. | 91,855 | $5,254,000 | 3.49% |
| ALLEGHANY CORP /DE | 1,512,000 | $86,486,000 | 2.22% |
| Ford Financial Group, LLC | 42,645 | $2,452,000 | 1.79% |