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 | $744,846 | -1.4% | 7,839 | +1.6% | 0.03% | 0.0% |
| Q2 2023 | $755,110 | +8.8% | 7,718 | -1.1% | 0.03% | 0.0% |
| Q1 2023 | $694,265 | +56.5% | 7,804 | +43.4% | 0.03% | +31.8% |
| Q4 2022 | $443,660 | -8.7% | 5,442 | -9.9% | 0.02% | -12.0% |
| Q3 2022 | $486,000 | -6.2% | 6,043 | -2.1% | 0.02% | -3.8% |
| Q2 2022 | $518,000 | -30.5% | 6,173 | -12.3% | 0.03% | -16.1% |
| Q1 2022 | $745,000 | -5.0% | 7,039 | +3.9% | 0.03% | -8.8% |
| Q4 2021 | $784,000 | +15.0% | 6,772 | +1.9% | 0.03% | 0.0% |
| Q3 2021 | $682,000 | -3.9% | 6,647 | -5.4% | 0.03% | -5.6% |
| Q2 2021 | $710,000 | +18.9% | 7,023 | +6.9% | 0.04% | +2.9% |
| Q1 2021 | $597,000 | +10.4% | 6,571 | +8.0% | 0.04% | -5.4% |
| Q4 2020 | $541,000 | +1645.2% | 6,086 | +1468.6% | 0.04% | +208.3% |
| Q3 2020 | $31,000 | -90.7% | 388 | -91.6% | 0.01% | -58.6% |
| Q2 2020 | $332,000 | +25.8% | 4,622 | +0.0% | 0.03% | +3.6% |
| Q1 2020 | $264,000 | -24.1% | 4,621 | -10.3% | 0.03% | +3.7% |
| Q4 2019 | $348,000 | +19.2% | 5,150 | +11.0% | 0.03% | -10.0% |
| Q3 2019 | $292,000 | +12.7% | 4,638 | +14.4% | 0.03% | +3.4% |
| Q2 2019 | $259,000 | – | 4,054 | – | 0.03% | – |
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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% |