ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 499 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $17,410,197 | +78.4% | 136,572 | +64.0% | 0.22% | +67.9% |
| Q1 2024 | $9,759,610 | +51.6% | 83,266 | +34.6% | 0.13% | +34.0% |
| Q4 2023 | $6,439,389 | +22.2% | 61,858 | +11.3% | 0.10% | +6.4% |
| 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 | 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% |