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 | $1,311,316 | +38.1% | 13,828 | +42.2% | 0.09% | +39.1% |
| Q2 2023 | $949,633 | +74.6% | 9,726 | +58.7% | 0.06% | +64.1% |
| Q1 2023 | $543,942 | -23.0% | 6,128 | -30.4% | 0.04% | -33.9% |
| Q3 2022 | $706,000 | -20.9% | 8,804 | -17.5% | 0.06% | -21.3% |
| Q2 2022 | $893,000 | +54.0% | 10,667 | +94.4% | 0.08% | +63.0% |
| Q1 2022 | $580,000 | +5.1% | 5,486 | +0.8% | 0.05% | -6.1% |
| Q4 2021 | $552,000 | -7.8% | 5,443 | -6.1% | 0.05% | -2.0% |
| Q3 2021 | $599,000 | +8.5% | 5,794 | +6.4% | 0.05% | +2.0% |
| Q2 2021 | $552,000 | +17.2% | 5,443 | +10.6% | 0.05% | +2.1% |
| Q1 2021 | $471,000 | – | 4,921 | – | 0.05% | – |
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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% |