ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 545 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 7.60 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $116,831 | -2.9% | 1,232 | 0.0% | 0.01% | -7.7% |
| Q2 2023 | $120,292 | +10.0% | 1,232 | 0.0% | 0.01% | -7.1% |
| Q1 2023 | $109,365 | +54.2% | 1,232 | +41.6% | 0.01% | +27.3% |
| Q4 2022 | $70,922 | +136.4% | 870 | +134.5% | 0.01% | +57.1% |
| Q3 2022 | $30,000 | -30.2% | 371 | -27.3% | 0.01% | -36.4% |
| Q2 2022 | $43,000 | -24.6% | 510 | -5.4% | 0.01% | -21.4% |
| Q1 2022 | $57,000 | -21.9% | 539 | -14.0% | 0.01% | -30.0% |
| Q4 2021 | $73,000 | – | 627 | – | 0.02% | – |
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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% |