ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 516 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $561,525 | -6.2% | 5,921 | -3.4% | 0.06% | -3.4% |
| Q2 2023 | $598,668 | -2.4% | 6,131 | -11.2% | 0.06% | -7.8% |
| Q1 2023 | $613,126 | +16.7% | 6,906 | +7.2% | 0.06% | +8.5% |
| Q4 2022 | $525,413 | +6.1% | 6,445 | +4.4% | 0.06% | -18.1% |
| Q3 2022 | $495,000 | +1.4% | 6,173 | +5.8% | 0.07% | +10.8% |
| Q2 2022 | $488,000 | -15.1% | 5,832 | +7.2% | 0.06% | -5.8% |
| Q1 2022 | $575,000 | +28.1% | 5,438 | +40.1% | 0.07% | +16.9% |
| Q4 2021 | $449,000 | +54.8% | 3,881 | +37.2% | 0.06% | +34.1% |
| Q3 2021 | $290,000 | – | 2,829 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Vantage Financial Partners, LLC | 464,658 | $38,892,000 | 22.95% |
| Madison Wealth Partners, Inc | 326,892 | $27,361,000 | 17.38% |
| HILLTOP WEALTH ADVISORS, LLC | 210,626 | $17,629,000 | 17.17% |
| Tennessee Valley Asset Management Partners | 377,060 | $31,560,000 | 12.13% |
| Financial Council, LLC | 105,261 | $8,810,000 | 10.99% |
| Legacy Financial Group LLC | 408,231 | $34,169,000 | 10.78% |
| DOLIVER ADVISORS, LP | 352,235 | $29,482,000 | 10.47% |
| Veracity Capital LLC | 214,699 | $17,970,000 | 9.56% |
| ForthRight Wealth Management, LLC | 197,265 | $16,511,000 | 9.18% |
| Petix & Botte Co | 114,588 | $9,591,000 | 7.06% |