ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 492 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,552,026 | -5.5% | 26,850 | -1.4% | 1.08% | +0.3% |
| Q2 2023 | $2,699,691 | +5.3% | 27,221 | -5.4% | 1.07% | +12.6% |
| Q1 2023 | $2,563,322 | +9.1% | 28,780 | -0.1% | 0.95% | +5.7% |
| Q4 2022 | $2,348,990 | -9.9% | 28,808 | -11.4% | 0.90% | -15.5% |
| Q3 2022 | $2,608,000 | +4.5% | 32,523 | +9.1% | 1.07% | +12.7% |
| Q2 2022 | $2,495,000 | -1.4% | 29,811 | +24.4% | 0.95% | +9.7% |
| Q1 2022 | $2,531,000 | -11.1% | 23,956 | -2.7% | 0.86% | -9.5% |
| Q4 2021 | $2,846,000 | +781.1% | 24,612 | +681.3% | 0.96% | +792.5% |
| Q3 2021 | $323,000 | -1.8% | 3,150 | -3.3% | 0.11% | +4.9% |
| Q2 2021 | $329,000 | +4.1% | 3,257 | -6.6% | 0.10% | +4.1% |
| Q1 2021 | $316,000 | -0.9% | 3,486 | -3.1% | 0.10% | 0.0% |
| Q4 2020 | $319,000 | -17.8% | 3,596 | -25.9% | 0.10% | -17.6% |
| Q3 2020 | $388,000 | +3.5% | 4,856 | -7.0% | 0.12% | +16.7% |
| Q2 2020 | $375,000 | +21.8% | 5,222 | -3.3% | 0.10% | +14.6% |
| Q1 2020 | $308,000 | -11.5% | 5,403 | +4.9% | 0.09% | +15.6% |
| Q4 2019 | $348,000 | +3.0% | 5,150 | -4.3% | 0.08% | -9.4% |
| Q3 2019 | $338,000 | -12.9% | 5,383 | -13.1% | 0.08% | +2.4% |
| Q2 2019 | $388,000 | +1.8% | 6,194 | -1.9% | 0.08% | 0.0% |
| Q1 2019 | $381,000 | – | 6,312 | – | 0.08% | – |
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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% |