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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $553,813 | -8.6% | 5,840 | -5.9% | 0.18% | -20.6% |
Q2 2023 | $606,148 | +4.5% | 6,208 | -5.0% | 0.23% | +0.9% |
Q1 2023 | $580,041 | +3.2% | 6,534 | -5.2% | 0.23% | -5.0% |
Q4 2022 | $562,072 | +24.1% | 6,895 | +22.0% | 0.24% | +12.3% |
Q3 2022 | $453,000 | -8.9% | 5,651 | -4.8% | 0.21% | -2.3% |
Q2 2022 | $497,000 | -24.5% | 5,936 | -4.7% | 0.22% | -13.5% |
Q1 2022 | $658,000 | -13.2% | 6,231 | -4.9% | 0.25% | -9.7% |
Q4 2021 | $758,000 | +31.1% | 6,555 | +16.2% | 0.28% | +14.9% |
Q3 2021 | $578,000 | +2.5% | 5,639 | +4.3% | 0.24% | -0.8% |
Q2 2021 | $564,000 | +6.6% | 5,404 | -7.3% | 0.24% | +15.1% |
Q1 2021 | $529,000 | +0.8% | 5,827 | -1.6% | 0.21% | -11.3% |
Q4 2020 | $525,000 | +15.9% | 5,921 | +4.6% | 0.24% | -15.5% |
Q3 2020 | $453,000 | -3.8% | 5,660 | -13.6% | 0.28% | -7.8% |
Q2 2020 | $471,000 | +24.3% | 6,551 | -1.4% | 0.31% | +4.4% |
Q1 2020 | $379,000 | -11.7% | 6,645 | +4.9% | 0.29% | +13.5% |
Q4 2019 | $429,000 | +15.0% | 6,337 | +6.9% | 0.26% | +4.4% |
Q3 2019 | $373,000 | 0.0% | 5,930 | -0.3% | 0.25% | -1.2% |
Q2 2019 | $373,000 | +11.7% | 5,945 | +7.3% | 0.25% | +3.7% |
Q1 2019 | $334,000 | +17.2% | 5,538 | +2.3% | 0.24% | +3.0% |
Q4 2018 | $285,000 | – | 5,416 | – | 0.24% | – |
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% |