ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 516 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $95,630 | -2.9% | 1,008 | 0.0% | 0.01% | -7.7% |
| Q2 2023 | $98,464 | +10.2% | 1,008 | +0.2% | 0.01% | +8.3% |
| Q1 2023 | $89,314 | +9.2% | 1,006 | +0.3% | 0.01% | +9.1% |
| Q4 2022 | $81,766 | +2.2% | 1,003 | +0.6% | 0.01% | -15.4% |
| Q3 2022 | $80,000 | -3.6% | 997 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $83,000 | -21.0% | 997 | +0.2% | 0.01% | -7.1% |
| Q1 2022 | $105,000 | -8.7% | 995 | +0.2% | 0.01% | -6.7% |
| Q4 2021 | $115,000 | +17.3% | 993 | +3.9% | 0.02% | +15.4% |
| Q3 2021 | $98,000 | +1.0% | 956 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $97,000 | +14.1% | 956 | +0.3% | 0.01% | 0.0% |
| Q4 2020 | $85,000 | +11.8% | 953 | +0.3% | 0.01% | 0.0% |
| Q3 2020 | $76,000 | +11.8% | 950 | +0.2% | 0.01% | +8.3% |
| Q2 2020 | $68,000 | +25.9% | 948 | +0.6% | 0.01% | 0.0% |
| Q1 2020 | $54,000 | -15.6% | 942 | 0.0% | 0.01% | -33.3% |
| Q4 2019 | $64,000 | +8.5% | 942 | +0.7% | 0.02% | 0.0% |
| Q3 2019 | $59,000 | 0.0% | 935 | 0.0% | 0.02% | -10.0% |
| Q2 2019 | $59,000 | +51.3% | 935 | +27.0% | 0.02% | +25.0% |
| Q4 2018 | $39,000 | -15.2% | 736 | 0.0% | 0.02% | -15.8% |
| Q3 2018 | $46,000 | – | 736 | – | 0.02% | – |
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% |