ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 492 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,034,560 | -2.9% | 32,000 | 0.0% | 0.99% | +3.4% |
| Q2 2023 | $3,124,480 | +10.0% | 32,000 | 0.0% | 0.96% | +3.8% |
| Q1 2023 | $2,840,640 | +8.9% | 32,000 | 0.0% | 0.92% | +3.3% |
| Q4 2022 | $2,608,640 | +1.7% | 32,000 | 0.0% | 0.89% | -9.0% |
| Q3 2022 | $2,566,000 | -7.2% | 32,000 | -3.1% | 0.98% | +38.7% |
| Q2 2022 | $2,765,000 | -27.4% | 33,031 | -8.3% | 0.71% | -14.9% |
| Q1 2022 | $3,807,000 | +3.1% | 36,031 | -0.1% | 0.83% | -4.3% |
| Q3 2021 | $3,692,000 | +1.4% | 36,056 | 0.0% | 0.87% | +0.8% |
| Q2 2021 | $3,641,000 | +11.2% | 36,056 | 0.0% | 0.86% | +2.3% |
| Q1 2021 | $3,274,000 | +3.1% | 36,056 | +0.7% | 0.84% | -5.9% |
| Q4 2020 | $3,175,000 | – | 35,800 | – | 0.89% | – |
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% |