ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 563 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.05 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $7,848,870 | +16.6% | 61,569 | +7.2% | 4.05% | +1.0% |
| Q1 2024 | $6,733,604 | +41.7% | 57,449 | +25.8% | 4.01% | +21.3% |
| Q4 2023 | $4,753,168 | +17.4% | 45,660 | +6.9% | 3.30% | +1.7% |
| Q3 2023 | $4,049,264 | +0.7% | 42,700 | +3.7% | 3.25% | +4.4% |
| Q2 2023 | $4,021,221 | -49.5% | 41,184 | -54.1% | 3.11% | -53.4% |
| Q1 2023 | $7,969,718 | +18.6% | 89,779 | +8.9% | 6.68% | +12.4% |
| Q4 2022 | $6,720,000 | – | 82,434 | – | 5.94% | – |
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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% |