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 | $49,413 | -5.4% | 535 | 0.0% | 0.00% | 0.0% |
Q2 2023 | $52,237 | +10.0% | 535 | 0.0% | 0.00% | 0.0% |
Q1 2023 | $47,492 | -86.5% | 535 | -87.6% | 0.00% | -85.7% |
Q4 2022 | $352,981 | +12.8% | 4,330 | +11.1% | 0.01% | +16.7% |
Q3 2022 | $313,000 | -18.9% | 3,898 | -15.5% | 0.01% | -14.3% |
Q2 2022 | $386,000 | -8.1% | 4,611 | +16.0% | 0.01% | 0.0% |
Q1 2022 | $420,000 | -8.1% | 3,976 | +0.7% | 0.01% | 0.0% |
Q4 2021 | $457,000 | +39.3% | 3,949 | +23.4% | 0.01% | +16.7% |
Q3 2021 | $328,000 | -62.0% | 3,200 | -66.4% | 0.01% | -62.5% |
Q1 2021 | $863,000 | +2.4% | 9,510 | 0.0% | 0.02% | 0.0% |
Q4 2020 | $843,000 | +10.8% | 9,510 | 0.0% | 0.02% | -5.9% |
Q3 2020 | $761,000 | +11.3% | 9,510 | 0.0% | 0.02% | +6.2% |
Q2 2020 | $684,000 | +9.8% | 9,510 | -12.9% | 0.02% | -11.1% |
Q1 2020 | $623,000 | +85.4% | 10,920 | +119.5% | 0.02% | +125.0% |
Q4 2019 | $336,000 | +20.4% | 4,975 | +11.9% | 0.01% | +14.3% |
Q3 2019 | $279,000 | +38.8% | 4,444 | +38.9% | 0.01% | +40.0% |
Q2 2019 | $201,000 | – | 3,200 | – | 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% |