ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 539 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.03 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $326,689 | -15.8% | 3,445 | -13.3% | 0.05% | +31.7% |
| Q2 2023 | $387,924 | +10.0% | 3,973 | 0.0% | 0.04% | +2.5% |
| Q1 2023 | $352,683 | +8.9% | 3,973 | 0.0% | 0.04% | 0.0% |
| Q4 2022 | $323,879 | +0.9% | 3,973 | -0.7% | 0.04% | -9.1% |
| Q3 2022 | $321,000 | -4.2% | 4,000 | 0.0% | 0.04% | 0.0% |
| Q2 2022 | $335,000 | -32.0% | 4,000 | -14.3% | 0.04% | -20.0% |
| Q1 2022 | $493,000 | -49.2% | 4,666 | -44.4% | 0.06% | -47.1% |
| Q4 2021 | $971,000 | +28.1% | 8,399 | +13.5% | 0.10% | +4.0% |
| Q3 2021 | $758,000 | +104.3% | 7,403 | +101.7% | 0.10% | +66.7% |
| Q2 2021 | $371,000 | +16.7% | 3,670 | +4.7% | 0.06% | -7.7% |
| Q1 2021 | $318,000 | +3.9% | 3,505 | +1.7% | 0.06% | -30.9% |
| Q4 2020 | $306,000 | – | 3,445 | – | 0.09% | – |
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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% |