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 | $916,627 | -2.6% | 9,666 | +0.2% | 0.02% | 0.0% |
| Q2 2023 | $941,543 | +13.4% | 9,643 | +3.1% | 0.02% | +5.6% |
| Q1 2023 | $830,000 | +14.1% | 9,350 | +4.8% | 0.02% | +5.9% |
| Q4 2022 | $727,484 | +10.1% | 8,924 | +8.2% | 0.02% | +13.3% |
| Q3 2022 | $661,000 | -3.1% | 8,249 | +1.3% | 0.02% | 0.0% |
| Q2 2022 | $682,000 | -15.7% | 8,143 | +6.3% | 0.02% | 0.0% |
| Q1 2022 | $809,000 | -12.8% | 7,660 | -4.6% | 0.02% | -6.2% |
| Q4 2021 | $928,000 | +11.8% | 8,026 | -1.0% | 0.02% | 0.0% |
| Q3 2021 | $830,000 | 0.0% | 8,106 | -1.4% | 0.02% | +6.7% |
| Q2 2021 | $830,000 | +11.1% | 8,217 | -0.1% | 0.02% | 0.0% |
| Q1 2021 | $747,000 | +6.9% | 8,224 | +4.2% | 0.02% | 0.0% |
| Q4 2020 | $699,000 | +2.9% | 7,889 | -7.1% | 0.02% | -11.8% |
| Q3 2020 | $679,000 | +15.1% | 8,491 | +3.5% | 0.02% | +13.3% |
| Q2 2020 | $590,000 | +25.8% | 8,203 | -0.2% | 0.02% | +7.1% |
| Q1 2020 | $469,000 | -41.8% | 8,216 | -31.1% | 0.01% | -30.0% |
| Q4 2019 | $806,000 | +238.7% | 11,923 | +214.9% | 0.02% | +233.3% |
| Q3 2019 | $238,000 | – | 3,786 | – | 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, 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% |