ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 535 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.03 and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,546,019 | -2.5% | 16,498 | +2.9% | 0.08% | +1.2% |
Q2 2023 | $1,586,162 | +19.7% | 16,040 | +8.3% | 0.08% | +6.5% |
Q1 2023 | $1,324,739 | +19.7% | 14,811 | +18.3% | 0.08% | +13.2% |
Q4 2022 | $1,106,341 | +119.1% | 12,518 | +101.0% | 0.07% | +88.9% |
Q3 2022 | $505,000 | +146.3% | 6,228 | +186.5% | 0.04% | +140.0% |
Q2 2022 | $205,000 | +5.1% | 2,174 | -38.4% | 0.02% | -48.3% |
Q3 2018 | $195,000 | -15.9% | 3,530 | -12.8% | 0.03% | -19.4% |
Q2 2018 | $232,000 | +100.0% | 4,050 | +90.6% | 0.04% | +80.0% |
Q1 2018 | $116,000 | -10.1% | 2,125 | -11.5% | 0.02% | -4.8% |
Q4 2017 | $129,000 | +6.6% | 2,400 | 0.0% | 0.02% | 0.0% |
Q3 2017 | $121,000 | -44.7% | 2,400 | -50.0% | 0.02% | -63.2% |
Q2 2017 | $219,000 | – | 4,800 | – | 0.06% | – |
Download |
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% |