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 2022 | $363,000 | -6.4% | 4,530 | -2.2% | 0.12% | -0.8% |
| Q2 2022 | $388,000 | -20.3% | 4,631 | +0.4% | 0.13% | -8.0% |
| Q1 2022 | $487,000 | -40.7% | 4,613 | -37.9% | 0.14% | +20.2% |
| Q4 2021 | $821,000 | +184.1% | 7,425 | +163.2% | 0.11% | +37.3% |
| Q3 2021 | $289,000 | -0.3% | 2,821 | -1.6% | 0.08% | 0.0% |
| Q2 2021 | $290,000 | +19.3% | 2,867 | +7.0% | 0.08% | +13.7% |
| Q1 2021 | $243,000 | +0.8% | 2,679 | -1.2% | 0.07% | -6.4% |
| Q4 2020 | $241,000 | +9.5% | 2,712 | -1.5% | 0.08% | -1.3% |
| Q3 2020 | $220,000 | +9.5% | 2,752 | -1.7% | 0.08% | +8.2% |
| Q2 2020 | $201,000 | – | 2,801 | – | 0.07% | – |
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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% |