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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $96,859 | -42.8% | 992 | -48.0% | 0.01% | -26.3% |
| Q1 2023 | $169,373 | -87.0% | 1,908 | -87.1% | 0.02% | -79.1% |
| Q4 2022 | $1,303,012 | -28.8% | 14,812 | -25.0% | 0.09% | -28.3% |
| Q1 2022 | $1,830,000 | -14.4% | 19,753 | -2.2% | 0.13% | -9.9% |
| Q4 2021 | $2,138,000 | -5.9% | 20,207 | +2.2% | 0.14% | -6.6% |
| Q3 2021 | $2,271,000 | +28.2% | 19,763 | +17.2% | 0.15% | +20.8% |
| Q2 2021 | $1,772,000 | +23.5% | 16,860 | +12.2% | 0.12% | +12.6% |
| Q1 2021 | $1,435,000 | -0.9% | 15,026 | -4.3% | 0.11% | -9.8% |
| Q4 2020 | $1,448,000 | +4.9% | 15,698 | -4.9% | 0.12% | -8.9% |
| Q3 2020 | $1,381,000 | +46.1% | 16,509 | +38.8% | 0.14% | +37.8% |
| Q2 2020 | $945,000 | – | 11,897 | – | 0.10% | – |
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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% |