ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 548 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $12,237,868 | +8.0% | 95,998 | -0.7% | 6.41% | +0.7% |
| Q1 2024 | $11,328,481 | +16.5% | 96,651 | +3.5% | 6.37% | -0.8% |
| Q4 2023 | $9,721,182 | +4.0% | 93,384 | -5.3% | 6.42% | -3.7% |
| Q3 2023 | $9,347,778 | -0.9% | 98,574 | +2.1% | 6.66% | +18.4% |
| Q2 2023 | $9,429,335 | +3.8% | 96,572 | -5.6% | 5.63% | -12.4% |
| Q1 2023 | $9,083,727 | – | 102,328 | – | 6.43% | – |
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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% |