ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 510 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $7,105,578 | +46.0% | 55,739 | +34.3% | 0.12% | +42.4% |
| Q1 2024 | $4,865,879 | +10.1% | 41,514 | -2.2% | 0.08% | +2.4% |
| Q4 2023 | $4,417,821 | +5.8% | 42,438 | -3.6% | 0.08% | -4.6% |
| Q3 2023 | $4,174,674 | +3.4% | 44,023 | +6.4% | 0.09% | +6.1% |
| Q2 2023 | $4,039,241 | +13.4% | 41,369 | +3.1% | 0.08% | +6.5% |
| Q1 2023 | $3,560,872 | +4.7% | 40,113 | -3.8% | 0.08% | -1.3% |
| Q4 2022 | $3,400,778 | +6.4% | 41,717 | +4.7% | 0.08% | +21.9% |
| Q3 2022 | $3,196,000 | -0.1% | 39,862 | +4.3% | 0.06% | +3.2% |
| Q2 2022 | $3,198,000 | -19.3% | 38,212 | +1.8% | 0.06% | -11.4% |
| Q1 2022 | $3,965,000 | -1.7% | 37,523 | +7.6% | 0.07% | 0.0% |
| Q4 2021 | $4,034,000 | +46.6% | 34,886 | +29.9% | 0.07% | +40.0% |
| Q3 2021 | $2,751,000 | +64.7% | 26,866 | +62.5% | 0.05% | +61.3% |
| Q2 2021 | $1,670,000 | +0.4% | 16,535 | -9.8% | 0.03% | -3.1% |
| Q1 2021 | $1,664,000 | +112.5% | 18,325 | +107.6% | 0.03% | +100.0% |
| Q4 2020 | $783,000 | +38.1% | 8,828 | +24.5% | 0.02% | +23.1% |
| Q3 2020 | $567,000 | +152.0% | 7,093 | +113.6% | 0.01% | +160.0% |
| Q4 2019 | $225,000 | +11.9% | 3,320 | +3.7% | 0.01% | +25.0% |
| Q3 2019 | $201,000 | -2.0% | 3,201 | -2.3% | 0.00% | -20.0% |
| Q2 2019 | $205,000 | +1.5% | 3,277 | +0.6% | 0.01% | +25.0% |
| Q3 2018 | $202,000 | – | 3,257 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Mascoma Wealth Management LLC | 266,258 | $15,230,000 | 10.72% |
| Financial Partners Group, Inc | 152,263 | $8,709,000 | 6.39% |
| F3Logic, LLC | 141,368 | $8,111,000 | 5.79% |
| GM Advisory Group, LLC | 287,737 | $16,459,000 | 4.89% |
| Community Financial Services Group, LLC | 221,655 | $12,679,000 | 4.54% |
| Advanced Asset Management Advisors Inc | 239,600 | $13,705,000 | 4.42% |
| Integrated Wealth Concepts LLC | 178,021 | $10,240,000 | 3.50% |
| Portfolio Strategies, Inc. | 91,855 | $5,254,000 | 3.49% |
| ALLEGHANY CORP /DE | 1,512,000 | $86,486,000 | 2.22% |
| Ford Financial Group, LLC | 42,645 | $2,452,000 | 1.79% |