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 2022 | $3,775,000 | +18.2% | 47,076 | +23.4% | 0.10% | +18.0% |
Q2 2022 | $3,194,000 | -7.3% | 38,164 | +17.0% | 0.09% | +8.5% |
Q1 2022 | $3,447,000 | -6.2% | 32,632 | +2.7% | 0.08% | -12.8% |
Q4 2021 | $3,675,000 | +18.3% | 31,778 | +4.8% | 0.09% | +1.1% |
Q3 2021 | $3,106,000 | +4.3% | 30,329 | +2.8% | 0.09% | -12.3% |
Q2 2021 | $2,978,000 | +22.4% | 29,494 | +10.1% | 0.11% | -13.1% |
Q1 2021 | $2,433,000 | -0.7% | 26,795 | -3.0% | 0.12% | -33.3% |
Q4 2020 | $2,449,000 | +12.5% | 27,614 | +1.4% | 0.18% | -7.1% |
Q3 2020 | $2,177,000 | +3.7% | 27,222 | -6.8% | 0.20% | -37.7% |
Q2 2020 | $2,100,000 | +20.7% | 29,212 | +2.7% | 0.32% | -36.8% |
Q1 2020 | $1,740,000 | – | 28,432 | – | 0.50% | – |
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% |