ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 468 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.29 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $10 | – | 600 | +500.0% | 0.00% | – |
| Q2 2023 | $0 | – | 100 | 0.0% | 0.00% | – |
| Q1 2023 | $0 | – | 100 | 0.0% | 0.00% | – |
| Q4 2022 | $0 | -100.0% | 100 | -66.7% | 0.00% | -100.0% |
| Q3 2022 | $24,000 | +2300.0% | 300 | -87.0% | 0.00% | – |
| Q2 2022 | $1,000 | -96.0% | 2,300 | +76.9% | 0.00% | -100.0% |
| Q1 2022 | $25,000 | +66.7% | 1,300 | -18.8% | 0.00% | – |
| Q4 2021 | $15,000 | +200.0% | 1,600 | +33.3% | 0.00% | – |
| Q3 2021 | $5,000 | -44.4% | 1,200 | -67.6% | 0.00% | – |
| Q2 2021 | $9,000 | +12.5% | 3,700 | +76.2% | 0.00% | – |
| Q1 2021 | $8,000 | -96.8% | 2,100 | -34.4% | 0.00% | -100.0% |
| Q4 2020 | $250,000 | +733.3% | 3,200 | +10.3% | 0.01% | +500.0% |
| Q3 2020 | $30,000 | -79.6% | 2,900 | -45.3% | 0.00% | -80.0% |
| Q2 2020 | $147,000 | +2840.0% | 5,299 | +278.5% | 0.01% | – |
| Q1 2020 | $5,000 | – | 1,400 | – | 0.00% | – |
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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% |