ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 594 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is 0.19 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $21,544 | +8.8% | 169 | 0.0% | 0.00% | 0.0% |
| Q1 2024 | $19,808 | +12.6% | 169 | 0.0% | 0.00% | 0.0% |
| Q4 2023 | $17,593 | -80.2% | 169 | -82.0% | 0.00% | -84.0% |
| Q3 2023 | $88,855 | -13.2% | 937 | -10.7% | 0.02% | -7.4% |
| Q2 2023 | $102,424 | -6.3% | 1,049 | -14.9% | 0.03% | -10.0% |
| Q1 2023 | $109,365 | +7.3% | 1,232 | -1.4% | 0.03% | 0.0% |
| Q4 2022 | $101,900 | +75.7% | 1,250 | +73.9% | 0.03% | +57.9% |
| Q3 2022 | $58,000 | -3.3% | 719 | 0.0% | 0.02% | -5.0% |
| Q2 2022 | $60,000 | -26.8% | 719 | -7.5% | 0.02% | -23.1% |
| Q1 2022 | $82,000 | -8.9% | 777 | 0.0% | 0.03% | -10.3% |
| Q4 2021 | $90,000 | +12.5% | 777 | 0.0% | 0.03% | +3.6% |
| Q3 2021 | $80,000 | -15.8% | 777 | -16.8% | 0.03% | -17.6% |
| Q2 2021 | $95,000 | +11.8% | 934 | 0.0% | 0.03% | +6.2% |
| Q1 2021 | $85,000 | +2.4% | 934 | 0.0% | 0.03% | -5.9% |
| Q4 2020 | $83,000 | +10.7% | 934 | 0.0% | 0.03% | -2.9% |
| Q3 2020 | $75,000 | +10.3% | 934 | 0.0% | 0.04% | +6.1% |
| Q2 2020 | $68,000 | +25.9% | 934 | 0.0% | 0.03% | -8.3% |
| Q1 2020 | $54,000 | -15.6% | 934 | 0.0% | 0.04% | -14.3% |
| Q4 2019 | $64,000 | – | 934 | – | 0.04% | – |
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% |