ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 451 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $588,078 | -6.1% | 6,201 | -3.3% | 0.05% | -4.0% |
| Q2 2023 | $626,301 | +8.6% | 6,414 | -1.3% | 0.05% | +2.0% |
| Q1 2023 | $576,876 | +106531.4% | 6,499 | -2.0% | 0.05% | -2.0% |
| Q4 2022 | $541 | -99.9% | 6,630 | +0.2% | 0.05% | -9.1% |
| Q3 2022 | $530,000 | -7.3% | 6,614 | -3.3% | 0.06% | +7.8% |
| Q2 2022 | $572,000 | -17.0% | 6,839 | +4.9% | 0.05% | -7.3% |
| Q1 2022 | $689,000 | +1.2% | 6,522 | +10.7% | 0.06% | -1.8% |
| Q4 2021 | $681,000 | +19.3% | 5,889 | +5.6% | 0.06% | -5.1% |
| Q3 2021 | $571,000 | +7.7% | 5,577 | +6.3% | 0.06% | +11.3% |
| Q2 2021 | $530,000 | +14.5% | 5,248 | +3.0% | 0.05% | +8.2% |
| Q1 2021 | $463,000 | +4.0% | 5,095 | +1.5% | 0.05% | -2.0% |
| Q4 2020 | $445,000 | +14.1% | 5,021 | +2.9% | 0.05% | -9.1% |
| Q3 2020 | $390,000 | +1.0% | 4,880 | -9.2% | 0.06% | -6.8% |
| Q2 2020 | $386,000 | +31.7% | 5,376 | +4.9% | 0.06% | +7.3% |
| Q1 2020 | $293,000 | +31.4% | 5,126 | +55.1% | 0.06% | +37.5% |
| Q4 2019 | $223,000 | – | 3,304 | – | 0.04% | – |
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% |