ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 565 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 | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $61,652 | +12.6% | 526 | 0.0% | 0.02% | -9.5% |
| Q4 2023 | $54,757 | +9.8% | 526 | 0.0% | 0.02% | -4.5% |
| Q3 2023 | $49,881 | -19.9% | 526 | -17.6% | 0.02% | -12.0% |
| Q2 2023 | $62,295 | +242.2% | 638 | +206.7% | 0.02% | +177.8% |
| Q1 2023 | $18,206 | -57.5% | 208 | -60.5% | 0.01% | -55.0% |
| Q4 2022 | $42,880 | +2.1% | 526 | 0.0% | 0.02% | -4.8% |
| Q3 2022 | $42,000 | -4.5% | 526 | 0.0% | 0.02% | -4.5% |
| Q2 2022 | $44,000 | -21.4% | 526 | 0.0% | 0.02% | -12.0% |
| Q1 2022 | $56,000 | -8.2% | 526 | 0.0% | 0.02% | 0.0% |
| Q4 2021 | $61,000 | +10.9% | 526 | 0.0% | 0.02% | -3.8% |
| Q3 2021 | $55,000 | 0.0% | 526 | -4.7% | 0.03% | +4.0% |
| Q2 2021 | $55,000 | +5.8% | 552 | 0.0% | 0.02% | -3.8% |
| Q1 2021 | $52,000 | -20.0% | 552 | -25.5% | 0.03% | -29.7% |
| Q4 2020 | $65,000 | +41.3% | 741 | +34.2% | 0.04% | +37.0% |
| Q3 2020 | $46,000 | – | 552 | – | 0.03% | – |
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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% |