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 | $9,773,464 | +12.1% | 103,063 | +15.4% | 0.31% | +3.0% |
| Q2 2023 | $8,716,811 | +475.0% | 89,275 | +422.7% | 0.30% | +396.7% |
| Q1 2023 | $1,516,057 | +64.4% | 17,078 | +51.0% | 0.06% | +27.7% |
| Q4 2022 | $922,030 | +202.3% | 11,310 | +197.5% | 0.05% | +161.1% |
| Q3 2022 | $305,000 | +7.8% | 3,802 | +12.4% | 0.02% | +12.5% |
| Q2 2022 | $283,000 | -34.0% | 3,384 | -16.7% | 0.02% | -23.8% |
| Q1 2022 | $429,000 | -19.1% | 4,061 | -11.4% | 0.02% | -16.0% |
| Q4 2021 | $530,000 | +14.0% | 4,583 | +0.9% | 0.02% | -3.8% |
| Q3 2021 | $465,000 | +1.5% | 4,542 | +0.1% | 0.03% | -7.1% |
| Q2 2021 | $458,000 | +10.4% | 4,539 | -0.6% | 0.03% | -3.4% |
| Q1 2021 | $415,000 | +3.0% | 4,568 | +0.1% | 0.03% | -3.3% |
| Q4 2020 | $403,000 | -99.9% | 4,564 | -8.8% | 0.03% | -14.3% |
| Q3 2020 | $400,000,000 | – | 5,004 | – | 0.04% | – |
Download | ||||||
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% |