ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 523 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $13,413,205 | +7.2% | 105,218 | -1.5% | 0.04% | -6.5% |
| Q1 2024 | $12,517,329 | +5.1% | 106,794 | -6.6% | 0.05% | +12.2% |
| Q4 2023 | $11,906,337 | -0.9% | 114,374 | -9.7% | 0.04% | -10.9% |
| Q3 2023 | $12,012,959 | -8.0% | 126,679 | -5.3% | 0.05% | -9.8% |
| Q2 2023 | $13,064,580 | +3.0% | 133,804 | -6.4% | 0.05% | -8.9% |
| Q1 2023 | $12,684,024 | +2.7% | 142,886 | -5.7% | 0.06% | -9.7% |
| Q4 2022 | $12,353,066 | -1.6% | 151,534 | -3.2% | 0.06% | -15.1% |
| Q3 2022 | $12,548,000 | -13.1% | 156,495 | -9.3% | 0.07% | -21.5% |
| Q2 2022 | $14,444,000 | -25.5% | 172,573 | -6.0% | 0.09% | -26.2% |
| Q1 2022 | $19,395,000 | -14.0% | 183,557 | -5.8% | 0.13% | -18.7% |
| Q4 2021 | $22,540,000 | +8.2% | 194,912 | -4.2% | 0.16% | -10.4% |
| Q3 2021 | $20,841,000 | -0.1% | 203,504 | -1.5% | 0.17% | -10.8% |
| Q2 2021 | $20,871,000 | +20.4% | 206,688 | +8.3% | 0.19% | +3.2% |
| Q1 2021 | $17,334,000 | +50.4% | 190,925 | +46.9% | 0.19% | +22.9% |
| Q4 2020 | $11,527,000 | +7.0% | 129,965 | -2.6% | 0.15% | -14.5% |
| Q3 2020 | $10,770,000 | +0.5% | 133,392 | -9.6% | 0.18% | +1.1% |
| Q2 2020 | $10,718,000 | +9643.6% | 147,587 | +7242.6% | 0.18% | +8750.0% |
| Q1 2020 | $110,000 | -83.3% | 2,010 | -79.1% | 0.00% | -80.0% |
| Q4 2019 | $659,000 | -1.1% | 9,618 | -9.2% | 0.01% | -56.5% |
| Q3 2019 | $666,000 | -4.7% | 10,594 | -5.0% | 0.02% | -11.5% |
| Q2 2019 | $699,000 | +3.9% | 11,157 | 0.0% | 0.03% | -3.7% |
| Q1 2019 | $673,000 | -21.7% | 11,157 | -31.7% | 0.03% | -41.3% |
| Q4 2018 | $860,000 | +8500.0% | 16,327 | +10931.8% | 0.05% | +2200.0% |
| Q4 2013 | $10,000 | 0.0% | 148 | 0.0% | 0.00% | -33.3% |
| Q3 2013 | $10,000 | +11.1% | 148 | 0.0% | 0.00% | 0.0% |
| Q2 2013 | $9,000 | – | 148 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| DOLIVER ADVISORS, LP | 605,472 | $71,549,000 | 23.74% |
| Tennessee Valley Asset Management Partners | 329,871 | $33,000 | 15.64% |
| Madison Wealth Partners, Inc | 262,585 | $26,516,000 | 15.18% |
| Legacy Financial Group LLC | 453,289 | $45,773,000 | 13.82% |
| ForthRight Wealth Management, LLC | 185,777 | $18,760,000 | 11.90% |
| Mascoma Wealth Management LLC | 241,697 | $24,407,000 | 10.43% |
| IRONWOOD WEALTH MANAGEMENT, INC. | 128,778 | $13,004,000 | 9.33% |
| Petix & Botte Co | 93,854 | $9,477,000 | 6.61% |
| Elevation Capital Advisory, LLC | 95,991 | $9,694,000 | 5.44% |
| Advanced Asset Management Advisors Inc | 239,600 | $24,195,000 | 5.12% |