ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 632 filers reported holding ISHARES TR in Q1 2024. The put-call ratio across all filers is 0.03 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $76,500 | +8.9% | 600 | +0.2% | 0.01% | 0.0% |
| Q1 2024 | $70,257 | +12.8% | 599 | 0.0% | 0.01% | +8.3% |
| Q4 2023 | $62,310 | +4.0% | 599 | -5.1% | 0.01% | -7.7% |
| Q3 2023 | $59,885 | +3.2% | 631 | +6.2% | 0.01% | 0.0% |
| Q2 2023 | $58,047 | +6.1% | 594 | -3.6% | 0.01% | -18.8% |
| Q1 2023 | $54,693 | -29.7% | 616 | -35.4% | 0.02% | -30.4% |
| Q4 2022 | $77,773 | +52.5% | 954 | +56.1% | 0.02% | +64.3% |
| Q2 2022 | $51,000 | -26.1% | 611 | -6.7% | 0.01% | -22.2% |
| Q1 2022 | $69,000 | -1.4% | 655 | +7.7% | 0.02% | +5.9% |
| Q4 2021 | $70,000 | +3400.0% | 608 | +2543.5% | 0.02% | +1600.0% |
| Q3 2021 | $2,000 | 0.0% | 23 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $2,000 | 0.0% | 23 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $2,000 | -98.6% | 23 | -98.5% | 0.00% | -99.1% |
| Q4 2020 | $139,000 | – | 1,570 | – | 0.11% | – |
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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% |