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 | $409,381 | -9.8% | 4,317 | -7.1% | 0.01% | -16.7% |
Q2 2023 | $453,831 | +94.8% | 4,648 | +59.8% | 0.01% | +50.0% |
Q3 2022 | $233,000 | -15.9% | 2,908 | +10.7% | 0.01% | -38.5% |
Q1 2022 | $277,000 | -38.4% | 2,626 | -32.5% | 0.01% | -53.6% |
Q4 2021 | $450,000 | +108.3% | 3,888 | +59.8% | 0.03% | +21.7% |
Q4 2020 | $216,000 | -91.1% | 2,433 | -91.9% | 0.02% | -85.2% |
Q3 2020 | $2,416,000 | +105.1% | 30,202 | +84.2% | 0.16% | +89.0% |
Q2 2020 | $1,178,000 | +49.3% | 16,392 | +18.6% | 0.08% | +43.9% |
Q1 2020 | $789,000 | +116.8% | 13,819 | +156.9% | 0.06% | +159.1% |
Q4 2019 | $364,000 | +48.6% | 5,380 | +38.2% | 0.02% | +4.8% |
Q3 2019 | $245,000 | – | 3,893 | – | 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% |