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 | ||||
|---|---|---|---|---|---|---|
| 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 ↓ |
|---|---|---|---|
| Vantage Financial Partners, LLC | 464,658 | $38,892,000 | 22.95% |
| Madison Wealth Partners, Inc | 326,892 | $27,361,000 | 17.38% |
| HILLTOP WEALTH ADVISORS, LLC | 210,626 | $17,629,000 | 17.17% |
| Tennessee Valley Asset Management Partners | 377,060 | $31,560,000 | 12.13% |
| Financial Council, LLC | 105,261 | $8,810,000 | 10.99% |
| Legacy Financial Group LLC | 408,231 | $34,169,000 | 10.78% |
| DOLIVER ADVISORS, LP | 352,235 | $29,482,000 | 10.47% |
| Veracity Capital LLC | 214,699 | $17,970,000 | 9.56% |
| ForthRight Wealth Management, LLC | 197,265 | $16,511,000 | 9.18% |
| Petix & Botte Co | 114,588 | $9,591,000 | 7.06% |