ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 457 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.60 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $3,010 | -99.9% | 25,682 | +1.2% | 1.50% | +8.0% |
| Q4 2023 | $2,641,121 | +19.2% | 25,371 | +8.6% | 1.38% | +14.2% |
| Q3 2023 | $2,215,229 | +99820.1% | 23,360 | +2.9% | 1.21% | +6.2% |
| Q2 2023 | $2,217 | +5.3% | 22,699 | -4.3% | 1.14% | -5.6% |
| Q1 2023 | $2,106 | +8.9% | 23,730 | +0.0% | 1.21% | -14.6% |
| Q4 2022 | $1,934 | -99.9% | 23,729 | +5.0% | 1.42% | -0.7% |
| Q3 2022 | $1,812,000 | -13.6% | 22,606 | -6.9% | 1.43% | +0.6% |
| Q2 2022 | $2,097,000 | -22.4% | 24,289 | -5.0% | 1.42% | -21.6% |
| Q1 2022 | $2,702,000 | -8.1% | 25,574 | +0.6% | 1.81% | -9.2% |
| Q4 2021 | $2,940,000 | +11.5% | 25,433 | -1.2% | 1.99% | -0.6% |
| Q3 2021 | $2,637,000 | +4.4% | 25,750 | +2.9% | 2.01% | -11.6% |
| Q2 2021 | $2,526,000 | +20.2% | 25,019 | +8.1% | 2.27% | +17.4% |
| Q1 2021 | $2,101,000 | – | 23,154 | – | 1.93% | – |
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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% |