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 | $2,008,194 | +27.8% | 21,177 | +31.6% | 0.23% | +29.6% |
| Q2 2023 | $1,571,202 | +16.7% | 16,092 | +6.1% | 0.18% | +26.1% |
| Q1 2023 | $1,346,699 | +104701.5% | 15,171 | -3.8% | 0.14% | +4.4% |
| Q4 2022 | $1,285 | -99.9% | 15,763 | -19.5% | 0.14% | -27.3% |
| Q3 2022 | $1,571,000 | +12.5% | 19,589 | +17.4% | 0.19% | +20.6% |
| Q2 2022 | $1,396,000 | -58.7% | 16,681 | -45.6% | 0.16% | -5.5% |
| Q1 2022 | $3,378,000 | +110.3% | 30,655 | +120.7% | 0.16% | +3.1% |
| Q4 2021 | $1,606,000 | +22.2% | 13,888 | +8.2% | 0.16% | +6.0% |
| Q3 2021 | $1,314,000 | +70.9% | 12,832 | +51.4% | 0.15% | +35.1% |
| Q2 2021 | $769,000 | 0.0% | 8,474 | 0.0% | 0.11% | -19.6% |
| Q1 2021 | $769,000 | +15.6% | 8,474 | +13.0% | 0.14% | +4.5% |
| Q4 2020 | $665,000 | +58.0% | 7,502 | +42.7% | 0.13% | +28.2% |
| Q3 2020 | $421,000 | +57.7% | 5,259 | +41.4% | 0.10% | +25.6% |
| Q2 2020 | $267,000 | -49.6% | 3,719 | -59.9% | 0.08% | -56.6% |
| Q1 2020 | $530,000 | +14.2% | 9,283 | +35.4% | 0.19% | +47.7% |
| Q4 2019 | $464,000 | +11.8% | 6,855 | +3.9% | 0.13% | -4.5% |
| Q3 2019 | $415,000 | +42.6% | 6,598 | +42.1% | 0.13% | +55.8% |
| Q2 2019 | $291,000 | – | 4,642 | – | 0.09% | – |
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% |