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 | $2,672,309 | -3.9% | 28,180 | -1.1% | 0.14% | -2.8% |
| Q2 2023 | $2,781,569 | +8.8% | 28,488 | -1.1% | 0.14% | +5.2% |
| Q1 2023 | $2,557,552 | +7.6% | 28,811 | -1.2% | 0.13% | +10.7% |
| Q4 2022 | $2,376,716 | +267.3% | 29,155 | +261.5% | 0.12% | +278.1% |
| Q3 2022 | $647,000 | -14.8% | 8,065 | -11.1% | 0.03% | -13.5% |
| Q2 2022 | $759,000 | -13.0% | 9,070 | +9.9% | 0.04% | -22.9% |
| Q1 2022 | $872,000 | -11.7% | 8,252 | -3.4% | 0.05% | -9.4% |
| Q4 2021 | $987,000 | +16.8% | 8,546 | +3.6% | 0.05% | +6.0% |
| Q3 2021 | $845,000 | +1.4% | 8,252 | 0.0% | 0.05% | +6.4% |
| Q2 2021 | $833,000 | +11.2% | 8,252 | 0.0% | 0.05% | -2.1% |
| Q1 2021 | $749,000 | +2.5% | 8,252 | 0.0% | 0.05% | -4.0% |
| Q4 2020 | $731,000 | -3.7% | 8,252 | -13.1% | 0.05% | -15.3% |
| Q3 2020 | $759,000 | +66.4% | 9,497 | +49.8% | 0.06% | +40.5% |
| Q2 2020 | $456,000 | +62.9% | 6,339 | +29.2% | 0.04% | +50.0% |
| Q1 2020 | $280,000 | -21.6% | 4,908 | -7.0% | 0.03% | -15.2% |
| Q4 2019 | $357,000 | +7.5% | 5,275 | 0.0% | 0.03% | +10.0% |
| Q3 2019 | $332,000 | +0.3% | 5,275 | 0.0% | 0.03% | +7.1% |
| Q2 2019 | $331,000 | +4.1% | 5,275 | 0.0% | 0.03% | +7.7% |
| Q1 2019 | $318,000 | – | 5,275 | – | 0.03% | – |
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% |