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 | $18,813,508 | -3.6% | 198,392 | -0.7% | 0.21% | -5.4% |
| Q2 2023 | $19,510,046 | +25.6% | 199,816 | +14.2% | 0.22% | +17.4% |
| Q1 2023 | $15,533,435 | +9.0% | 174,985 | +0.1% | 0.19% | 0.0% |
| Q4 2022 | $14,246,191 | -3.7% | 174,757 | -5.2% | 0.19% | -16.3% |
| Q3 2022 | $14,786,000 | -0.7% | 184,412 | +3.6% | 0.23% | +1.3% |
| Q2 2022 | $14,893,000 | -20.5% | 177,933 | +0.3% | 0.22% | -13.2% |
| Q1 2022 | $18,740,000 | +5.3% | 177,347 | +15.2% | 0.26% | -3.7% |
| Q4 2021 | $17,803,000 | -25.1% | 153,952 | -33.6% | 0.27% | -32.3% |
| Q3 2021 | $23,755,000 | +5.2% | 231,816 | +3.7% | 0.40% | -3.4% |
| Q2 2021 | $22,589,000 | +12.1% | 223,584 | +0.7% | 0.41% | -5.3% |
| Q1 2021 | $20,157,000 | -1.4% | 221,945 | -3.7% | 0.43% | -10.9% |
| Q4 2020 | $20,434,000 | -1.0% | 230,496 | -10.7% | 0.49% | +46.8% |
| Q3 2020 | $20,639,000 | +9.7% | 258,055 | -1.5% | 0.33% | -39.0% |
| Q2 2020 | $18,819,000 | +72.2% | 261,866 | +36.9% | 0.54% | +66.6% |
| Q1 2020 | $10,930,000 | +130.7% | 191,348 | +173.4% | 0.33% | +196.4% |
| Q4 2019 | $4,737,000 | +61.2% | 69,976 | +49.9% | 0.11% | -7.6% |
| Q3 2019 | $2,938,000 | -29.8% | 46,697 | -30.0% | 0.12% | -35.3% |
| Q2 2019 | $4,183,000 | +15.1% | 66,740 | +10.8% | 0.18% | -4.7% |
| Q1 2019 | $3,633,000 | +35.3% | 60,231 | +18.4% | 0.19% | -57.2% |
| Q4 2018 | $2,685,000 | – | 50,863 | – | 0.45% | – |
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% |