ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 545 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 7.60 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $5,047,799 | +317.2% | 61,921 | +310.3% | 0.08% | +285.7% |
| Q3 2022 | $1,210,000 | -91.2% | 15,090 | -87.3% | 0.02% | -88.5% |
| Q4 2021 | $13,735,000 | +1521.6% | 118,777 | +1144.9% | 0.18% | +1200.0% |
| Q4 2020 | $847,000 | +1560.8% | 9,541 | +967.2% | 0.01% | +1300.0% |
| Q1 2020 | $51,000 | -98.0% | 894 | -97.6% | 0.00% | -98.1% |
| Q4 2019 | $2,556,000 | +19561.5% | 37,776 | +17552.3% | 0.05% | – |
| Q3 2019 | $13,000 | -99.6% | 214 | -99.7% | 0.00% | -100.0% |
| Q4 2018 | $3,324,000 | – | 63,058 | – | 0.08% | – |
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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% |