ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 555 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.44 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $39,963 | +18.5% | 421 | +22.0% | 0.03% | +26.1% |
| Q2 2023 | $33,726 | -57.3% | 345 | -61.2% | 0.02% | -61.0% |
| Q1 2023 | $79,039 | +9.2% | 890 | +0.2% | 0.06% | 0.0% |
| Q4 2022 | $72,371 | +34.0% | 888 | +31.9% | 0.06% | +18.0% |
| Q3 2022 | $54,000 | -3.6% | 673 | +0.4% | 0.05% | -10.7% |
| Q2 2022 | $56,000 | -21.1% | 670 | +0.1% | 0.06% | -1.8% |
| Q1 2022 | $71,000 | -7.8% | 669 | +0.1% | 0.06% | -1.7% |
| Q4 2021 | $77,000 | +13.2% | 668 | +0.1% | 0.06% | +7.4% |
| Q3 2021 | $68,000 | +1.5% | 667 | +0.2% | 0.05% | +3.8% |
| Q2 2021 | $67,000 | +11.7% | 666 | +0.2% | 0.05% | +4.0% |
| Q1 2021 | $60,000 | +1.7% | 665 | +0.3% | 0.05% | -9.1% |
| Q4 2020 | $59,000 | -37.9% | 663 | -44.3% | 0.06% | -45.5% |
| Q3 2020 | $95,000 | +11.8% | 1,191 | +0.3% | 0.10% | +3.1% |
| Q2 2020 | $85,000 | -30.9% | 1,187 | -44.9% | 0.10% | -42.4% |
| Q1 2020 | $123,000 | -19.1% | 2,153 | -4.0% | 0.17% | +9.0% |
| Q4 2019 | $152,000 | – | 2,243 | – | 0.16% | – |
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% |