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 | $675,221 | -4.0% | 7,120 | -1.2% | 0.05% | 0.0% |
| Q2 2023 | $703,626 | -54.7% | 7,206 | -58.8% | 0.05% | -55.0% |
| Q1 2023 | $1,553,312 | -0.8% | 17,498 | -8.9% | 0.11% | -7.5% |
| Q4 2022 | $1,565,425 | -13.2% | 19,202 | -14.7% | 0.12% | -20.5% |
| Q3 2022 | $1,804,000 | -1.6% | 22,498 | +2.7% | 0.15% | +3.4% |
| Q2 2022 | $1,834,000 | -8.5% | 21,911 | +15.6% | 0.15% | +9.0% |
| Q1 2022 | $2,004,000 | -13.3% | 18,962 | -5.1% | 0.13% | -10.7% |
| Q4 2021 | $2,311,000 | +42.5% | 19,981 | +24.4% | 0.15% | +17.2% |
| Q2 2021 | $1,622,000 | +19.2% | 16,067 | +7.2% | 0.13% | -2.3% |
| Q1 2021 | $1,361,000 | +4.7% | 14,992 | +2.3% | 0.13% | -3.0% |
| Q4 2020 | $1,300,000 | +113.5% | 14,659 | +92.6% | 0.14% | +187.2% |
| Q3 2020 | $609,000 | -18.8% | 7,613 | -27.1% | 0.05% | -58.4% |
| Q2 2020 | $750,000 | +45.1% | 10,437 | +36.5% | 0.11% | +73.8% |
| Q4 2019 | $517,000 | – | 7,646 | – | 0.06% | – |
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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% |