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 | $1,931,070 | +94.5% | 20,364 | +100.3% | 0.12% | +40.5% |
| Q2 2023 | $992,875 | +7.2% | 10,169 | -2.5% | 0.08% | +3.7% |
| Q1 2023 | $926,356 | +10.4% | 10,435 | +1.4% | 0.08% | -1.2% |
| Q4 2022 | $839,091 | +1.2% | 10,293 | -0.4% | 0.08% | -7.9% |
| Q3 2022 | $829,000 | -39.5% | 10,334 | -36.9% | 0.09% | -20.5% |
| Q2 2022 | $1,370,000 | – | 16,366 | – | 0.11% | – |
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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% |