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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $3,731 | +543.3% | 38,212 | +485.1% | 0.16% | +604.3% |
| Q1 2023 | $580 | -100.0% | 6,531 | -83.7% | 0.02% | -86.6% |
| Q3 2022 | $3,213,000 | +438.2% | 40,071 | +609.2% | 0.17% | +719.0% |
| Q1 2022 | $597,000 | +9.9% | 5,650 | +6.6% | 0.02% | -4.5% |
| Q3 2021 | $543,000 | -72.6% | 5,302 | -73.0% | 0.02% | -77.8% |
| Q2 2021 | $1,981,000 | -55.4% | 19,617 | -59.9% | 0.10% | -58.9% |
| Q1 2021 | $4,445,000 | – | 48,956 | – | 0.24% | – |
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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% |