ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 656 filers reported holding ISHARES TR in Q2 2024. The put-call ratio across all filers is 0.78 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $7,860 | +8.8% | 62 | 0.0% | 0.01% | +20.0% |
| Q1 2024 | $7,227 | -43.7% | 62 | -49.6% | 0.01% | -44.4% |
| Q4 2023 | $12,838 | +9.8% | 123 | 0.0% | 0.01% | -25.0% |
| Q3 2023 | $11,694 | -2.9% | 123 | 0.0% | 0.01% | +9.1% |
| Q2 2023 | $12,041 | +10.0% | 123 | 0.0% | 0.01% | -35.3% |
| Q1 2023 | $10,947 | +8.9% | 123 | 0.0% | 0.02% | 0.0% |
| Q4 2022 | $10,053 | +0.5% | 123 | 0.0% | 0.02% | -82.3% |
| Q3 2022 | $10,000 | 0.0% | 123 | 0.0% | 0.10% | +7.9% |
| Q2 2022 | $10,000 | -50.0% | 123 | -33.5% | 0.09% | +368.4% |
| Q1 2022 | $20,000 | -4.8% | 185 | 0.0% | 0.02% | +35.7% |
| Q4 2021 | $21,000 | – | 185 | – | 0.01% | – |
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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% |