ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 535 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.03 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $290,654 | -1.0% | 3,065 | +1.9% | 0.02% | +6.2% |
| Q2 2023 | $293,604 | +10.0% | 3,007 | 0.0% | 0.02% | +14.3% |
| Q1 2023 | $266,932 | +6.0% | 3,007 | -2.7% | 0.01% | +7.7% |
| Q4 2022 | $251,815 | -25.7% | 3,089 | -27.0% | 0.01% | -38.1% |
| Q3 2022 | $339,000 | -4.2% | 4,233 | 0.0% | 0.02% | +5.0% |
| Q2 2022 | $354,000 | -22.0% | 4,233 | -1.4% | 0.02% | -9.1% |
| Q1 2022 | $454,000 | -8.7% | 4,295 | -0.0% | 0.02% | -8.3% |
| Q4 2021 | $497,000 | -10.5% | 4,296 | -20.8% | 0.02% | -17.2% |
| Q3 2021 | $555,000 | +1.3% | 5,424 | 0.0% | 0.03% | +3.6% |
| Q2 2021 | $548,000 | -10.6% | 5,424 | -19.7% | 0.03% | -15.2% |
| Q1 2021 | $613,000 | -0.2% | 6,751 | -2.5% | 0.03% | -10.8% |
| Q4 2020 | $614,000 | +10.8% | 6,922 | 0.0% | 0.04% | -2.6% |
| Q3 2020 | $554,000 | -4.0% | 6,922 | -13.7% | 0.04% | -9.5% |
| Q2 2020 | $577,000 | -80.4% | 8,021 | -84.5% | 0.04% | -83.8% |
| Q1 2020 | $2,946,000 | -21.8% | 51,602 | -7.3% | 0.26% | +5.7% |
| Q4 2019 | $3,767,000 | +1545.0% | 55,695 | +1432.2% | 0.25% | +1266.7% |
| Q3 2019 | $229,000 | – | 3,635 | – | 0.02% | – |
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% |