ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 499 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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $247,627 | -15.1% | 2,790 | -22.0% | 0.01% | -23.1% |
| Q4 2022 | $291,577 | +2.0% | 3,577 | +0.1% | 0.01% | -13.3% |
| Q3 2022 | $286,000 | -11.7% | 3,573 | -7.8% | 0.02% | -28.6% |
| Q2 2022 | $324,000 | -25.5% | 3,876 | -5.9% | 0.02% | -12.5% |
| Q1 2022 | $435,000 | +33.0% | 4,121 | +45.8% | 0.02% | +41.2% |
| Q4 2021 | $327,000 | -9.2% | 2,826 | -19.6% | 0.02% | -19.0% |
| Q3 2021 | $360,000 | -9.8% | 3,516 | -11.0% | 0.02% | -12.5% |
| Q2 2021 | $399,000 | +8.4% | 3,951 | -2.5% | 0.02% | -4.0% |
| Q1 2021 | $368,000 | -12.4% | 4,052 | -14.5% | 0.02% | -19.4% |
| Q4 2020 | $420,000 | +16.7% | 4,740 | +5.4% | 0.03% | 0.0% |
| Q3 2020 | $360,000 | +14.3% | 4,496 | +2.4% | 0.03% | 0.0% |
| Q2 2020 | $315,000 | +25.0% | 4,389 | -0.7% | 0.03% | -8.8% |
| Q1 2020 | $252,000 | -22.9% | 4,422 | -8.4% | 0.03% | -2.9% |
| Q4 2019 | $327,000 | -6.0% | 4,827 | -12.8% | 0.04% | -23.9% |
| Q3 2019 | $348,000 | +0.3% | 5,538 | +0.1% | 0.05% | +2.2% |
| Q2 2019 | $347,000 | +44.0% | 5,535 | +38.6% | 0.04% | +25.0% |
| Q1 2019 | $241,000 | – | 3,994 | – | 0.04% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| DOLIVER ADVISORS, LP | 605,472 | $71,549,000 | 23.74% |
| Tennessee Valley Asset Management Partners | 329,871 | $33,000 | 15.64% |
| Madison Wealth Partners, Inc | 262,585 | $26,516,000 | 15.18% |
| Legacy Financial Group LLC | 453,289 | $45,773,000 | 13.82% |
| ForthRight Wealth Management, LLC | 185,777 | $18,760,000 | 11.90% |
| Mascoma Wealth Management LLC | 241,697 | $24,407,000 | 10.43% |
| IRONWOOD WEALTH MANAGEMENT, INC. | 128,778 | $13,004,000 | 9.33% |
| Petix & Botte Co | 93,854 | $9,477,000 | 6.61% |
| Elevation Capital Advisory, LLC | 95,991 | $9,694,000 | 5.44% |
| Advanced Asset Management Advisors Inc | 239,600 | $24,195,000 | 5.12% |