ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 552 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $2,856,946 | +2.9% | 29,260 | -6.5% | 0.01% | 0.0% |
| Q1 2023 | $2,776,992 | +12.1% | 31,283 | +2.9% | 0.01% | 0.0% |
| Q4 2022 | $2,478,290 | -0.8% | 30,401 | -2.4% | 0.01% | -9.1% |
| Q3 2022 | $2,498,000 | -4.8% | 31,157 | -0.7% | 0.01% | +10.0% |
| Q2 2022 | $2,625,000 | -20.8% | 31,363 | -0.0% | 0.01% | -16.7% |
| Q1 2022 | $3,314,000 | -10.2% | 31,367 | -1.7% | 0.01% | 0.0% |
| Q4 2021 | $3,691,000 | +12.3% | 31,918 | -0.5% | 0.01% | +9.1% |
| Q3 2021 | $3,286,000 | -1.0% | 32,082 | -2.4% | 0.01% | 0.0% |
| Q2 2021 | $3,320,000 | -0.2% | 32,879 | -10.2% | 0.01% | -8.3% |
| Q1 2021 | $3,325,000 | -7.3% | 36,620 | -9.4% | 0.01% | -7.7% |
| Q4 2020 | $3,585,000 | -0.6% | 40,421 | -10.4% | 0.01% | -18.8% |
| Q3 2020 | $3,607,000 | -2.4% | 45,096 | -12.3% | 0.02% | -11.1% |
| Q2 2020 | $3,695,000 | +2.5% | 51,400 | -18.6% | 0.02% | -14.3% |
| Q1 2020 | $3,606,000 | -54.6% | 63,172 | -46.1% | 0.02% | -44.7% |
| Q4 2019 | $7,934,000 | +4.9% | 117,291 | -2.5% | 0.04% | -2.6% |
| Q3 2019 | $7,560,000 | -0.6% | 120,246 | -0.9% | 0.04% | -7.1% |
| Q2 2019 | $7,609,000 | -0.5% | 121,389 | -4.2% | 0.04% | -31.1% |
| Q1 2019 | $7,647,000 | -32.5% | 126,772 | -41.0% | 0.06% | +74.3% |
| Q4 2018 | $11,325,000 | -32.6% | 214,890 | -20.6% | 0.04% | -60.2% |
| Q3 2018 | $16,809,000 | -27.0% | 270,597 | -32.7% | 0.09% | -30.7% |
| Q2 2018 | $23,015,000 | +108.7% | 402,356 | +99.3% | 0.13% | +101.6% |
| Q1 2018 | $11,027,000 | +34.7% | 201,890 | +32.6% | 0.06% | +34.0% |
| Q4 2017 | $8,189,000 | +21.1% | 152,300 | +13.7% | 0.05% | +11.9% |
| Q3 2017 | $6,763,000 | +13.5% | 133,964 | +8.4% | 0.04% | +2.4% |
| Q2 2017 | $5,958,000 | – | 123,611 | – | 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% |