ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 468 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.29 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $38,999 | -2.9% | 411 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $40,155 | +10.2% | 411 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $36,449 | -4.5% | 411 | -12.2% | 0.01% | -16.7% |
| Q4 2022 | $38,157 | +3.1% | 468 | +0.2% | 0.01% | 0.0% |
| Q3 2022 | $37,000 | -5.1% | 467 | +0.2% | 0.01% | 0.0% |
| Q2 2022 | $39,000 | -9.3% | 466 | +14.5% | 0.01% | -14.3% |
| Q1 2022 | $43,000 | -8.5% | 407 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $47,000 | +11.9% | 407 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $42,000 | +223.1% | 407 | +210.7% | 0.01% | +250.0% |
| Q2 2021 | $13,000 | +8.3% | 131 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $12,000 | -69.2% | 131 | -70.6% | 0.00% | -75.0% |
| Q4 2020 | $39,000 | +8.3% | 445 | 0.0% | 0.01% | -11.1% |
| Q3 2020 | $36,000 | -62.1% | 445 | -66.4% | 0.01% | -69.0% |
| Q2 2020 | $95,000 | +2275.0% | 1,325 | +1792.9% | 0.03% | +1350.0% |
| Q1 2020 | $4,000 | -20.0% | 70 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $5,000 | +25.0% | 70 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $4,000 | -88.2% | 70 | -87.0% | 0.00% | -88.9% |
| Q2 2019 | $34,000 | -12.8% | 538 | -15.0% | 0.02% | -18.2% |
| Q3 2018 | $39,000 | +8.3% | 633 | +0.2% | 0.02% | +4.8% |
| Q2 2018 | $36,000 | +2.9% | 632 | 0.0% | 0.02% | -4.5% |
| Q1 2018 | $35,000 | +250.0% | 632 | +236.2% | 0.02% | +214.3% |
| Q4 2017 | $10,000 | – | 188 | – | 0.01% | – |
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 Asset Management Inc | 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% |