ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 552 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $233,941 | +9.4% | 1,835 | +0.5% | 0.04% | +8.8% |
| Q1 2024 | $213,898 | -37.5% | 1,825 | -43.5% | 0.03% | -54.7% |
| 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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Mascoma Wealth Management LLC | 266,258 | $15,230,000 | 10.72% |
| Financial Partners Group, Inc | 152,263 | $8,709,000 | 6.39% |
| F3Logic, LLC | 141,368 | $8,111,000 | 5.79% |
| GM Advisory Group, LLC | 287,737 | $16,459,000 | 4.89% |
| Community Financial Services Group, LLC | 221,655 | $12,679,000 | 4.54% |
| Advanced Asset Management Advisors Inc | 239,600 | $13,705,000 | 4.42% |
| Integrated Wealth Concepts LLC | 178,021 | $10,240,000 | 3.50% |
| Portfolio Strategies, Inc. | 91,855 | $5,254,000 | 3.49% |
| ALLEGHANY CORP /DE | 1,512,000 | $86,486,000 | 2.22% |
| Ford Financial Group, LLC | 42,645 | $2,452,000 | 1.79% |