ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 545 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 7.60 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,269,236 | -37.3% | 55,565 | -35.4% | 0.09% | -38.2% |
| Q2 2023 | $8,402,678 | +4.2% | 86,058 | -5.2% | 0.15% | -0.7% |
| Q1 2023 | $8,060,760 | -42.0% | 90,805 | -46.8% | 0.15% | -46.3% |
| Q4 2022 | $13,905,665 | +108.0% | 170,579 | +104.5% | 0.28% | +92.6% |
| Q3 2022 | $6,687,000 | +58.3% | 83,401 | +65.3% | 0.15% | +66.3% |
| Q2 2022 | $4,223,000 | +118.6% | 50,450 | +175.9% | 0.09% | +161.8% |
| Q1 2022 | $1,932,000 | +44.0% | 18,287 | +57.6% | 0.03% | +41.7% |
| Q4 2021 | $1,342,000 | +331.5% | 11,606 | +183.8% | 0.02% | -29.4% |
| Q4 2015 | $311,000 | 0.0% | 4,090 | 0.0% | 0.03% | -20.9% |
| Q3 2015 | $311,000 | -6.6% | 4,090 | 0.0% | 0.04% | +10.3% |
| Q2 2015 | $333,000 | +0.3% | 4,090 | 0.0% | 0.04% | +2.6% |
| Q1 2015 | $332,000 | +3.8% | 4,090 | 0.0% | 0.04% | +11.8% |
| Q4 2014 | $320,000 | +4.6% | 4,090 | 0.0% | 0.03% | +9.7% |
| Q3 2014 | $306,000 | +0.7% | 4,090 | 0.0% | 0.03% | +3.3% |
| Q2 2014 | $304,000 | +4.5% | 4,090 | 0.0% | 0.03% | 0.0% |
| Q1 2014 | $291,000 | +0.7% | 4,090 | 0.0% | 0.03% | +3.4% |
| Q4 2013 | $289,000 | +9.9% | 4,090 | 0.0% | 0.03% | +7.4% |
| Q3 2013 | $263,000 | -22.6% | 4,090 | -28.4% | 0.03% | -34.1% |
| Q2 2013 | $340,000 | – | 5,710 | – | 0.04% | – |
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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% |