ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 492 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,445,826 | +5.9% | 15,247 | +9.0% | 0.24% | +8.6% |
| Q2 2023 | $1,365,298 | -79.1% | 13,983 | -81.0% | 0.22% | -80.9% |
| Q1 2023 | $6,526,686 | -52.8% | 73,524 | -56.7% | 1.16% | -56.5% |
| Q4 2022 | $13,835,675 | +51.1% | 169,721 | +48.6% | 2.66% | +37.8% |
| Q3 2022 | $9,158,000 | +44.4% | 114,218 | +50.7% | 1.93% | +43.2% |
| Q2 2022 | $6,342,000 | +13.1% | 75,767 | +42.8% | 1.35% | +27.8% |
| Q1 2022 | $5,607,000 | +31.7% | 53,071 | +44.2% | 1.06% | +28.3% |
| Q4 2021 | $4,257,000 | +148.1% | 36,814 | +119.8% | 0.82% | +133.5% |
| Q3 2021 | $1,716,000 | +217.8% | 16,752 | +213.5% | 0.35% | +190.9% |
| Q2 2021 | $540,000 | – | 5,344 | – | 0.12% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Vantage Financial Partners, LLC | 464,658 | $38,892,000 | 22.95% |
| Madison Wealth Partners, Inc | 326,892 | $27,361,000 | 17.38% |
| HILLTOP WEALTH ADVISORS, LLC | 210,626 | $17,629,000 | 17.17% |
| Tennessee Valley Asset Management Partners | 377,060 | $31,560,000 | 12.13% |
| Financial Council, LLC | 105,261 | $8,810,000 | 10.99% |
| Legacy Financial Group LLC | 408,231 | $34,169,000 | 10.78% |
| DOLIVER ADVISORS, LP | 352,235 | $29,482,000 | 10.47% |
| Veracity Capital LLC | 214,699 | $17,970,000 | 9.56% |
| ForthRight Wealth Management, LLC | 197,265 | $16,511,000 | 9.18% |
| Petix & Botte Co | 114,588 | $9,591,000 | 7.06% |