ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 502 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $486,475 | -2.9% | 5,130 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $500,890 | +14.1% | 5,130 | -4.7% | 0.02% | 0.0% |
| Q4 2022 | $439,006 | +1.6% | 5,385 | +0.1% | 0.02% | -15.8% |
| Q3 2022 | $432,000 | +36.3% | 5,382 | +42.0% | 0.02% | +90.0% |
| Q2 2022 | $317,000 | +42.8% | 3,789 | +102.1% | 0.01% | -63.0% |
| Q1 2019 | $222,000 | +9.9% | 1,875 | -1.1% | 0.03% | -10.0% |
| Q4 2018 | $202,000 | -19.8% | 1,895 | -0.5% | 0.03% | -25.0% |
| Q3 2018 | $252,000 | +0.8% | 1,904 | -3.3% | 0.04% | -11.1% |
| Q2 2018 | $250,000 | -2.7% | 1,968 | -5.2% | 0.04% | -10.0% |
| Q1 2018 | $257,000 | +6.2% | 2,076 | +6.5% | 0.05% | -3.8% |
| Q4 2017 | $242,000 | – | 1,949 | – | 0.05% | – |
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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% |