ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 545 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 7.60 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| Q2 2023 | $18,091 | +11.6% | 185,275 | +1.5% | 0.19% | +15.7% |
| Q1 2023 | $16,204 | -1.3% | 182,539 | -9.3% | 0.17% | +0.6% |
| Q4 2022 | $16,413 | -99.8% | 201,336 | +58.5% | 0.16% | +61.8% |
| Q3 2022 | $10,184,000 | -5.6% | 127,008 | -1.4% | 0.10% | +6.2% |
| Q2 2022 | $10,785,000 | -9.7% | 128,854 | +13.9% | 0.10% | +7.9% |
| Q1 2022 | $11,948,000 | +17.6% | 113,082 | +28.7% | 0.09% | +25.4% |
| Q4 2021 | $10,159,000 | +31.3% | 87,847 | -9.2% | 0.07% | +12.7% |
| Q3 2021 | $7,735,000 | -20.9% | 96,717 | -0.2% | 0.06% | -8.7% |
| Q2 2021 | $9,783,000 | +17.5% | 96,877 | +3.2% | 0.07% | +9.5% |
| Q1 2021 | $8,325,000 | 0.0% | 93,857 | 0.0% | 0.06% | 0.0% |
| Q4 2020 | $8,325,000 | +7.6% | 93,857 | -3.0% | 0.06% | 0.0% |
| Q3 2020 | $7,735,000 | -5.1% | 96,717 | -14.7% | 0.06% | -7.4% |
| Q2 2020 | $8,154,000 | +14.4% | 113,444 | -9.1% | 0.07% | +3.0% |
| Q1 2020 | $7,126,000 | +10.1% | 124,816 | +30.5% | 0.07% | +34.7% |
| Q4 2019 | $6,471,000 | +2.8% | 95,660 | -4.4% | 0.05% | -2.0% |
| Q3 2019 | $6,292,000 | +6.0% | 100,081 | +5.7% | 0.05% | +4.2% |
| Q2 2019 | $5,938,000 | +7.6% | 94,728 | +3.5% | 0.05% | +4.3% |
| Q1 2019 | $5,520,000 | +54.8% | 91,518 | +35.3% | 0.05% | +39.4% |
| Q4 2018 | $3,565,000 | +52.8% | 67,652 | +80.1% | 0.03% | +73.7% |
| Q3 2018 | $2,333,000 | -28.1% | 37,558 | -33.8% | 0.02% | -32.1% |
| Q2 2018 | $3,246,000 | +22.4% | 56,743 | +16.8% | 0.03% | -3.4% |
| Q1 2018 | $2,653,000 | +5001.9% | 48,577 | +4907.9% | 0.03% | +2800.0% |
| Q4 2017 | $52,000 | +108.0% | 970 | +95.6% | 0.00% | – |
| Q3 2017 | $25,000 | – | 496 | – | 0.00% | – |
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% |