ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 555 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.44 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,280,378 | -0.8% | 24,047 | +2.1% | 0.07% | +3.1% |
| Q2 2023 | $2,299,033 | +1194.9% | 23,546 | +1077.3% | 0.06% | +1180.0% |
| Q1 2023 | $177,541 | +13.4% | 2,000 | +4.2% | 0.01% | 0.0% |
| Q4 2022 | $156,519 | -12.1% | 1,920 | -13.5% | 0.01% | -16.7% |
| Q3 2022 | $178,000 | -4.3% | 2,220 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $186,000 | +70.6% | 2,220 | +115.5% | 0.01% | +100.0% |
| Q1 2022 | $109,000 | -9.9% | 1,030 | -2.1% | 0.00% | 0.0% |
| Q4 2021 | $121,000 | +4.3% | 1,052 | -7.1% | 0.00% | -25.0% |
| Q3 2021 | $116,000 | +3.6% | 1,132 | +2.0% | 0.00% | 0.0% |
| Q2 2021 | $112,000 | +10.9% | 1,110 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $101,000 | -19.2% | 1,110 | -21.3% | 0.00% | -20.0% |
| Q4 2020 | $125,000 | -60.7% | 1,410 | -64.5% | 0.01% | -64.3% |
| Q3 2020 | $318,000 | +16.9% | 3,975 | +4.9% | 0.01% | 0.0% |
| Q2 2020 | $272,000 | +195.7% | 3,788 | +134.6% | 0.01% | +133.3% |
| Q1 2020 | $92,000 | +557.1% | 1,615 | +707.5% | 0.01% | +500.0% |
| Q4 2019 | $14,000 | -44.0% | 200 | -50.0% | 0.00% | 0.0% |
| Q3 2019 | $25,000 | – | 400 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| DOLIVER ADVISORS, LP | 497,864 | $57,667,000 | 18.02% |
| Madison Wealth Partners, Inc | 284,803 | $32,935,000 | 16.56% |
| Legacy Financial Group LLC | 335,565 | $37,550,000 | 16.14% |
| Financial Council, LLC | 106,646 | $12,333,000 | 14.74% |
| Tennessee Valley Asset Management Partners | 350,633 | $40,547,000 | 13.54% |
| ForthRight Wealth Management, LLC | 182,749 | $21,133,000 | 11.55% |
| Vantage Financial Partners, LLC | 251,397 | $29,072,000 | 11.38% |
| Mascoma Wealth Management LLC | 248,716 | $28,762,000 | 9.95% |
| Veracity Capital LLC | 196,948 | $22,775,000 | 9.14% |
| WJ Wealth Management, LLC | 127,037 | $14,689,000 | 8.78% |