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 | $16,565,545 | -7.1% | 174,687 | -4.3% | 0.11% | +12.4% |
| Q2 2023 | $17,828,583 | +1.4% | 182,595 | -7.8% | 0.10% | -1.0% |
| Q1 2023 | $17,578,576 | +1.9% | 198,024 | -6.4% | 0.10% | +1.0% |
| Q4 2022 | $17,252,664 | -4.8% | 211,637 | -6.3% | 0.10% | -9.3% |
| Q3 2022 | $18,117,000 | -8.4% | 225,956 | -4.4% | 0.11% | -1.8% |
| Q2 2022 | $19,776,000 | -26.6% | 236,268 | -7.4% | 0.11% | -16.8% |
| Q1 2022 | $26,946,000 | -13.9% | 255,028 | -5.8% | 0.13% | -9.0% |
| Q4 2021 | $31,314,000 | +7.6% | 270,791 | -4.7% | 0.14% | -0.7% |
| Q3 2021 | $29,095,000 | -5.0% | 284,107 | -6.3% | 0.14% | -5.8% |
| Q2 2021 | $30,629,000 | +7.8% | 303,319 | -3.1% | 0.15% | -1.9% |
| Q1 2021 | $28,415,000 | +2.8% | 312,973 | +0.4% | 0.16% | -6.0% |
| Q4 2020 | $27,653,000 | +7.3% | 311,796 | -3.3% | 0.17% | -0.6% |
| Q3 2020 | $25,778,000 | +12.8% | 322,310 | +1.4% | 0.17% | +1.2% |
| Q2 2020 | $22,846,000 | +37.0% | 317,842 | +8.8% | 0.17% | +20.3% |
| Q1 2020 | $16,675,000 | -10.0% | 292,077 | +6.6% | 0.14% | +15.0% |
| Q4 2019 | $18,526,000 | +20.0% | 273,886 | +11.6% | 0.12% | +11.1% |
| Q3 2019 | $15,432,000 | +23.2% | 245,464 | +22.8% | 0.11% | +31.7% |
| Q2 2019 | $12,531,000 | +61.3% | 199,914 | +55.2% | 0.08% | +49.1% |
| Q1 2019 | $7,769,000 | +465.8% | 128,800 | +394.2% | 0.06% | +400.0% |
| Q4 2018 | $1,373,000 | – | 26,061 | – | 0.01% | – |
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% |