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 | $817,890 | +5.8% | 8,625 | +9.0% | 0.02% | +11.8% |
| Q2 2023 | $772,896 | +10.9% | 7,916 | +0.8% | 0.02% | 0.0% |
| Q1 2023 | $697,239 | +7.1% | 7,854 | +3.9% | 0.02% | -5.6% |
| Q4 2022 | $651,098 | +1.9% | 7,559 | -5.2% | 0.02% | -25.0% |
| Q3 2022 | $639,000 | -16.3% | 7,970 | -12.6% | 0.02% | -7.7% |
| Q2 2022 | $763,000 | -8.5% | 9,116 | +15.5% | 0.03% | -21.2% |
| Q1 2022 | $834,000 | -8.6% | 7,893 | +0.1% | 0.03% | -10.8% |
| Q4 2021 | $912,000 | – | 7,887 | – | 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% |