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 | $1,632,404 | -6.1% | 17,214 | -3.3% | 0.46% | +0.9% |
| Q2 2023 | $1,738,187 | +8.5% | 17,802 | -1.4% | 0.45% | +8.7% |
| Q1 2023 | $1,602,121 | +109.7% | 18,048 | +92.6% | 0.42% | +102.4% |
| Q4 2022 | $763,924 | -35.4% | 9,371 | -36.4% | 0.20% | -39.0% |
| Q3 2022 | $1,182,000 | -63.2% | 14,738 | -61.6% | 0.34% | -61.1% |
| Q2 2022 | $3,208,000 | +566.9% | 38,331 | +741.7% | 0.86% | +664.6% |
| Q1 2022 | $481,000 | -8.7% | 4,554 | 0.0% | 0.11% | -6.6% |
| Q4 2021 | $527,000 | +10.5% | 4,554 | -2.2% | 0.12% | +11.0% |
| Q3 2021 | $477,000 | +1.5% | 4,657 | 0.0% | 0.11% | -0.9% |
| Q2 2021 | $470,000 | -75.2% | 4,657 | -77.7% | 0.11% | -76.1% |
| Q1 2021 | $1,893,000 | +1.9% | 20,855 | -0.4% | 0.46% | -2.5% |
| Q4 2020 | $1,857,000 | +8.2% | 20,935 | -2.4% | 0.47% | -1.3% |
| Q3 2020 | $1,716,000 | +6.1% | 21,457 | -4.7% | 0.48% | -1.4% |
| Q2 2020 | $1,618,000 | +56.0% | 22,509 | +23.9% | 0.48% | +20.0% |
| Q1 2020 | $1,037,000 | – | 18,172 | – | 0.40% | – |
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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% |