ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 468 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.29 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $342,000 | -15.1% | 3,231 | -17.9% | 0.08% | -21.1% |
| Q3 2021 | $403,000 | +1.3% | 3,934 | -0.1% | 0.10% | -7.8% |
| Q2 2021 | $398,000 | +9.0% | 3,939 | -2.0% | 0.10% | -1.0% |
| Q1 2021 | $365,000 | -19.6% | 4,019 | -19.1% | 0.10% | -23.5% |
| Q4 2020 | $454,000 | +0.2% | 4,967 | -12.3% | 0.14% | -12.8% |
| Q3 2020 | $453,000 | -3.4% | 5,666 | -13.2% | 0.16% | -14.8% |
| Q2 2020 | $469,000 | +53.8% | 6,530 | +16.9% | 0.18% | -3.2% |
| Q1 2020 | $305,000 | -94.8% | 5,586 | -93.3% | 0.19% | -91.7% |
| Q4 2019 | $5,870,000 | +15.8% | 83,916 | +4.1% | 2.28% | +1.2% |
| Q3 2019 | $5,069,000 | -7.3% | 80,632 | -7.6% | 2.25% | -12.3% |
| Q2 2019 | $5,468,000 | -53.7% | 87,235 | -55.4% | 2.57% | -59.8% |
| Q1 2019 | $11,810,000 | +19.6% | 195,792 | +4.5% | 6.38% | -0.6% |
| Q4 2018 | $9,876,000 | -1.0% | 187,400 | +16.7% | 6.43% | -1.2% |
| Q3 2018 | $9,976,000 | +14.5% | 160,587 | +5.5% | 6.50% | +1.8% |
| Q2 2018 | $8,709,000 | +11.7% | 152,263 | +6.7% | 6.39% | +4.5% |
| Q1 2018 | $7,796,000 | +17.1% | 142,742 | +15.3% | 6.11% | +16.5% |
| Q4 2017 | $6,658,000 | – | 123,821 | – | 5.25% | – |
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% |