ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 502 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $442,287 | -20.0% | 4,664 | -17.7% | 0.04% | -15.2% |
| Q2 2023 | $553,033 | +10.0% | 5,664 | 0.0% | 0.05% | +4.5% |
| Q1 2023 | $502,793 | +108729.7% | 5,664 | 0.0% | 0.04% | +4.8% |
| Q4 2022 | $462 | -99.9% | 5,664 | -6.8% | 0.04% | -8.7% |
| Q3 2022 | $487,000 | -4.3% | 6,079 | 0.0% | 0.05% | +2.2% |
| Q2 2022 | $509,000 | -20.7% | 6,079 | 0.0% | 0.04% | -4.3% |
| Q1 2022 | $642,000 | -8.7% | 6,079 | 0.0% | 0.05% | -4.1% |
| Q4 2021 | $703,000 | +12.8% | 6,079 | 0.0% | 0.05% | +4.3% |
| Q3 2021 | $623,000 | +1.5% | 6,079 | 0.0% | 0.05% | 0.0% |
| Q2 2021 | $614,000 | +11.2% | 6,079 | 0.0% | 0.05% | +4.4% |
| Q1 2021 | $552,000 | +2.4% | 6,079 | 0.0% | 0.04% | -4.3% |
| Q4 2020 | $539,000 | -0.6% | 6,079 | -10.3% | 0.05% | -13.0% |
| Q3 2020 | $542,000 | +11.3% | 6,779 | 0.0% | 0.05% | +1.9% |
| Q2 2020 | $487,000 | +25.8% | 6,779 | 0.0% | 0.05% | +3.9% |
| Q1 2020 | $387,000 | -10.0% | 6,779 | +6.5% | 0.05% | +18.6% |
| Q4 2019 | $430,000 | – | 6,364 | – | 0.04% | – |
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% |