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 | $88,192 | -2.9% | 930 | 0.0% | 0.04% | -8.9% |
| Q2 2023 | $90,806 | -18.8% | 930 | -26.2% | 0.04% | -28.6% |
| Q1 2023 | $111,851 | +195.1% | 1,260 | +171.0% | 0.06% | +173.9% |
| Q4 2022 | $37,907 | +18.5% | 465 | +14.8% | 0.02% | +15.0% |
| Q3 2022 | $32,000 | +39.1% | 405 | +50.0% | 0.02% | +42.9% |
| Q2 2022 | $23,000 | -20.7% | 270 | 0.0% | 0.01% | -12.5% |
| Q1 2022 | $29,000 | -6.5% | 270 | 0.0% | 0.02% | -15.8% |
| Q4 2021 | $31,000 | +10.7% | 270 | 0.0% | 0.02% | -13.6% |
| Q3 2021 | $28,000 | +3.7% | 270 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $27,000 | +12.5% | 270 | 0.0% | 0.02% | -4.3% |
| Q4 2020 | $24,000 | – | 270 | – | 0.02% | – |
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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% |