ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 502 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $294,744 | -6.4% | 3,097 | -4.0% | 0.01% | +14.3% |
| Q2 2023 | $315,057 | -11.9% | 3,227 | -19.8% | 0.01% | -30.0% |
| Q1 2023 | $357,415 | +10.9% | 4,026 | +1.8% | 0.01% | +11.1% |
| Q4 2022 | $322,423 | -55.9% | 3,954 | -56.6% | 0.01% | -59.1% |
| Q3 2022 | $731,000 | +4.9% | 9,113 | +9.6% | 0.02% | -24.1% |
| Q2 2022 | $697,000 | +231.9% | 8,315 | +318.3% | 0.03% | +314.3% |
| Q1 2022 | $210,000 | +3.4% | 1,988 | -10.9% | 0.01% | 0.0% |
| Q1 2021 | $203,000 | -76.4% | 2,231 | -84.3% | 0.01% | -93.5% |
| Q1 2019 | $859,000 | +28.4% | 14,226 | +12.1% | 0.11% | +12.6% |
| Q4 2018 | $669,000 | -3.6% | 12,688 | +13.6% | 0.10% | +14.5% |
| Q3 2018 | $694,000 | +4.2% | 11,166 | -4.0% | 0.08% | -5.7% |
| Q2 2018 | $666,000 | +11.9% | 11,636 | +6.9% | 0.09% | +6.0% |
| Q1 2018 | $595,000 | +6.1% | 10,885 | +4.5% | 0.08% | +9.2% |
| Q4 2017 | $561,000 | +26.1% | 10,415 | +18.2% | 0.08% | +2.7% |
| Q3 2017 | $445,000 | +959.5% | 8,814 | +1544.4% | 0.07% | +7300.0% |
| Q4 2014 | $42,000 | -99.8% | 536 | +121.5% | 0.00% | -75.0% |
| Q2 2014 | $17,982,000 | – | 242 | – | 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% |