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 | $6,970,005 | -11.4% | 73,500 | -8.8% | 0.05% | -5.4% |
| Q2 2023 | $7,868,277 | +332.0% | 80,584 | +292.8% | 0.06% | +211.1% |
| Q1 2023 | $1,821,337 | +130.2% | 20,517 | +111.4% | 0.02% | +80.0% |
| Q4 2022 | $791,315 | +0.7% | 9,707 | -1.0% | 0.01% | 0.0% |
| Q3 2022 | $786,000 | +3.1% | 9,807 | +7.7% | 0.01% | 0.0% |
| Q2 2022 | $762,000 | -20.8% | 9,107 | 0.0% | 0.01% | -9.1% |
| Q1 2022 | $962,000 | -18.3% | 9,107 | -10.7% | 0.01% | -15.4% |
| Q4 2021 | $1,178,000 | +12.9% | 10,194 | +0.0% | 0.01% | -13.3% |
| Q3 2021 | $1,043,000 | -4.0% | 10,193 | -5.3% | 0.02% | 0.0% |
| Q2 2021 | $1,087,000 | +24.9% | 10,760 | +12.3% | 0.02% | 0.0% |
| Q1 2021 | $870,000 | -3.9% | 9,582 | -6.2% | 0.02% | -21.1% |
| Q4 2020 | $905,000 | +10.8% | 10,214 | 0.0% | 0.02% | -9.5% |
| Q3 2020 | $817,000 | +6.9% | 10,214 | -3.9% | 0.02% | -8.7% |
| Q2 2020 | $764,000 | +267.3% | 10,627 | +191.5% | 0.02% | +155.6% |
| Q1 2020 | $208,000 | -15.8% | 3,646 | 0.0% | 0.01% | -10.0% |
| Q4 2019 | $247,000 | +12.3% | 3,646 | +4.3% | 0.01% | -9.1% |
| Q3 2019 | $220,000 | – | 3,497 | – | 0.01% | – |
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% |