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 2021 | $472,000 | +1.5% | 4,609 | 0.0% | 0.18% | -0.5% |
| Q2 2021 | $465,000 | +11.2% | 4,609 | 0.0% | 0.19% | +6.3% |
| Q1 2021 | $418,000 | +2.2% | 4,609 | 0.0% | 0.18% | -0.6% |
| Q4 2020 | $409,000 | +10.8% | 4,609 | 0.0% | 0.18% | -3.3% |
| Q3 2020 | $369,000 | +11.5% | 4,609 | 0.0% | 0.18% | -0.5% |
| Q2 2020 | $331,000 | +25.9% | 4,609 | 0.0% | 0.18% | +1.7% |
| Q1 2020 | $263,000 | -15.7% | 4,609 | 0.0% | 0.18% | +5.9% |
| Q4 2019 | $312,000 | +7.6% | 4,609 | 0.0% | 0.17% | -6.1% |
| Q3 2019 | $290,000 | +0.3% | 4,609 | 0.0% | 0.18% | +5.2% |
| Q2 2019 | $289,000 | +4.0% | 4,609 | 0.0% | 0.17% | +3.6% |
| Q1 2019 | $278,000 | +14.4% | 4,609 | 0.0% | 0.17% | -0.6% |
| Q4 2018 | $243,000 | -15.0% | 4,609 | 0.0% | 0.17% | -6.2% |
| Q3 2018 | $286,000 | +8.3% | 4,609 | 0.0% | 0.18% | +2.3% |
| Q2 2018 | $264,000 | +4.8% | 4,609 | 0.0% | 0.17% | -1.1% |
| Q1 2018 | $252,000 | +1.6% | 4,609 | 0.0% | 0.18% | +12.8% |
| Q4 2017 | $248,000 | -8.1% | 4,609 | -13.9% | 0.16% | -11.9% |
| Q3 2017 | $270,000 | +4.7% | 5,352 | 0.0% | 0.18% | -0.6% |
| Q2 2017 | $258,000 | +4.0% | 5,352 | 0.0% | 0.18% | -1.1% |
| Q1 2017 | $248,000 | +7.8% | 5,352 | 0.0% | 0.18% | +7.8% |
| Q4 2016 | $230,000 | +0.9% | 5,352 | 0.0% | 0.17% | -1.8% |
| Q3 2016 | $228,000 | +4.1% | 5,352 | +100.0% | 0.17% | -5.0% |
| Q2 2016 | $219,000 | +0.9% | 2,676 | 0.0% | 0.18% | -3.2% |
| Q1 2016 | $217,000 | 0.0% | 2,676 | 0.0% | 0.18% | +0.5% |
| Q4 2015 | $217,000 | – | 2,676 | – | 0.18% | – |
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% |