ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 535 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.03 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $597,000 | -85.5% | 7,450 | -87.8% | 0.20% | -80.8% |
| Q4 2019 | $4,127,000 | +7.4% | 61,020 | -0.2% | 1.01% | -11.7% |
| Q3 2019 | $3,843,000 | -0.3% | 61,126 | -0.6% | 1.15% | -2.4% |
| Q2 2019 | $3,855,000 | +1.0% | 61,506 | -2.8% | 1.18% | -0.3% |
| Q1 2019 | $3,816,000 | -51.7% | 63,256 | -57.8% | 1.18% | -60.5% |
| Q4 2018 | $7,905,000 | – | 150,000 | – | 2.99% | – |
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% |