ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 492 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,821,606 | -10.1% | 29,754 | -7.4% | 0.94% | -2.1% |
| Q2 2023 | $3,138,921 | -42.8% | 32,148 | -48.0% | 0.96% | -48.0% |
| Q1 2023 | $5,484,896 | +28.5% | 61,788 | +18.0% | 1.85% | +11.3% |
| Q4 2022 | $4,269,740 | +22.7% | 52,377 | +20.6% | 1.66% | +12.5% |
| Q3 2022 | $3,481,000 | +2.6% | 43,419 | +7.1% | 1.47% | -4.2% |
| Q2 2022 | $3,392,000 | -13.3% | 40,523 | +9.5% | 1.54% | +48.3% |
| Q1 2022 | $3,911,000 | -17.9% | 37,019 | -10.1% | 1.04% | -14.7% |
| Q4 2021 | $4,762,000 | -26.3% | 41,180 | -34.7% | 1.22% | -32.0% |
| Q3 2021 | $6,461,000 | +0.8% | 63,094 | -0.6% | 1.79% | +24.9% |
| Q2 2021 | $6,411,000 | +8.5% | 63,484 | -2.4% | 1.43% | -1.6% |
| Q1 2021 | $5,908,000 | -40.3% | 65,073 | -41.7% | 1.46% | -42.6% |
| Q4 2020 | $9,893,000 | +6.5% | 111,541 | -3.9% | 2.53% | -5.4% |
| Q3 2020 | $9,285,000 | +6.5% | 116,087 | -4.3% | 2.68% | -12.0% |
| Q2 2020 | $8,718,000 | – | 121,280 | – | 3.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Vantage Financial Partners, LLC | 464,658 | $38,892,000 | 22.95% |
| Madison Wealth Partners, Inc | 326,892 | $27,361,000 | 17.38% |
| HILLTOP WEALTH ADVISORS, LLC | 210,626 | $17,629,000 | 17.17% |
| Tennessee Valley Asset Management Partners | 377,060 | $31,560,000 | 12.13% |
| Financial Council, LLC | 105,261 | $8,810,000 | 10.99% |
| Legacy Financial Group LLC | 408,231 | $34,169,000 | 10.78% |
| DOLIVER ADVISORS, LP | 352,235 | $29,482,000 | 10.47% |
| Veracity Capital LLC | 214,699 | $17,970,000 | 9.56% |
| ForthRight Wealth Management, LLC | 197,265 | $16,511,000 | 9.18% |
| Petix & Botte Co | 114,588 | $9,591,000 | 7.06% |