ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 350 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is 0.56 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $52,139 | +8.8% | 0 | -100.0% | 0.01% | 0.0% |
| Q1 2024 | $47,939 | +5.3% | 409 | 0.0% | 0.01% | 0.0% |
| Q4 2023 | $45,538 | +17.4% | 409 | 0.0% | 0.01% | 0.0% |
| Q3 2023 | $38,785 | -2.9% | 409 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $39,935 | +10.0% | 409 | 0.0% | 0.01% | +9.1% |
| Q1 2023 | $36,307 | +34.1% | 409 | +23.2% | 0.01% | +10.0% |
| Q4 2022 | $27,065 | +0.2% | 332 | 0.0% | 0.01% | -9.1% |
| Q3 2022 | $27,000 | -82.0% | 332 | -74.4% | 0.01% | -79.2% |
| Q4 2021 | $150,000 | +12.8% | 1,299 | 0.0% | 0.05% | 0.0% |
| Q3 2021 | $133,000 | +79.7% | 1,299 | 0.0% | 0.05% | -1.9% |
| Q1 2020 | $74,000 | -77.6% | 1,299 | -73.4% | 0.05% | -77.7% |
| Q4 2019 | $331,000 | – | 4,890 | – | 0.24% | – |
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% |