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 | $799,986 | -8.6% | 8,436 | -4.3% | 0.05% | -3.6% |
| Q2 2023 | $874,900 | -2.0% | 8,816 | -12.4% | 0.06% | -11.1% |
| Q1 2023 | $893,026 | +9.4% | 10,060 | +0.5% | 0.06% | +8.6% |
| Q4 2022 | $816,097 | +16.8% | 10,011 | +14.8% | 0.06% | -7.9% |
| Q3 2022 | $699,000 | +9.9% | 8,721 | +14.8% | 0.06% | +14.5% |
| Q2 2022 | $636,000 | -20.7% | 7,594 | +0.0% | 0.06% | -5.2% |
| Q1 2022 | $802,000 | -6.7% | 7,591 | +2.1% | 0.06% | -9.4% |
| Q4 2021 | $860,000 | +15.9% | 7,436 | +2.7% | 0.06% | +14.3% |
| Q3 2021 | $742,000 | +2.5% | 7,244 | +3.9% | 0.06% | +5.7% |
| Q2 2021 | $724,000 | -65.0% | 6,974 | -69.4% | 0.05% | -66.5% |
| Q1 2021 | $2,068,000 | +243.5% | 22,773 | +235.4% | 0.16% | +222.4% |
| Q4 2020 | $602,000 | +16.0% | 6,790 | +4.7% | 0.05% | -2.0% |
| Q3 2020 | $519,000 | +5666.7% | 6,485 | +4372.4% | 0.05% | +4900.0% |
| Q3 2018 | $9,000 | +12.5% | 145 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $8,000 | 0.0% | 145 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $8,000 | – | 145 | – | 0.00% | – |
Download | ||||||
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% |