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 | ||||
---|---|---|---|---|---|---|
Q2 2024 | $369,692 | +9.0% | 2,893 | 0.0% | 0.02% | +21.4% |
Q1 2024 | $339,076 | +12.6% | 2,893 | 0.0% | 0.01% | -12.5% |
Q4 2023 | $301,140 | -34.5% | 2,893 | -42.2% | 0.02% | -42.9% |
Q3 2023 | $460,033 | +75.8% | 5,004 | +90.1% | 0.03% | +133.3% |
Q2 2023 | $261,722 | +10.5% | 2,632 | -0.6% | 0.01% | -45.5% |
Q1 2023 | $236,953 | +6.6% | 2,649 | 0.0% | 0.02% | 0.0% |
Q4 2022 | $222,281 | +6.4% | 2,649 | 0.0% | 0.02% | -4.3% |
Q3 2022 | $209,000 | -11.8% | 2,649 | 0.0% | 0.02% | -30.3% |
Q2 2022 | $237,000 | -13.8% | 2,649 | -4.5% | 0.03% | -5.7% |
Q1 2022 | $275,000 | +1.1% | 2,773 | +3.9% | 0.04% | +6.1% |
Q4 2021 | $272,000 | -10.8% | 2,670 | -1.0% | 0.03% | 0.0% |
Q3 2021 | $305,000 | -7.9% | 2,697 | -14.2% | 0.03% | -28.3% |
Q2 2021 | $331,000 | +35.7% | 3,145 | +22.3% | 0.05% | -14.8% |
Q1 2021 | $244,000 | – | 2,572 | – | 0.05% | – |
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% |