ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 535 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.03 and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $278,486 | -42.2% | 3,029 | -43.4% | 0.11% | -43.6% |
Q1 2023 | $481,806 | +2.5% | 5,354 | -8.6% | 0.19% | -16.1% |
Q3 2022 | $470,000 | +29.8% | 5,859 | +35.7% | 0.22% | +5.2% |
Q2 2022 | $362,000 | -20.6% | 4,319 | 0.0% | 0.21% | +5.4% |
Q1 2022 | $456,000 | +25.6% | 4,319 | +37.6% | 0.20% | +19.5% |
Q4 2021 | $363,000 | +22.6% | 3,139 | +8.7% | 0.17% | +14.2% |
Q3 2021 | $296,000 | -26.9% | 2,889 | -28.0% | 0.15% | +24.4% |
Q2 2021 | $405,000 | +88.4% | 4,015 | +69.8% | 0.12% | +13.3% |
Q1 2021 | $215,000 | +0.5% | 2,364 | -2.2% | 0.10% | -12.5% |
Q4 2020 | $214,000 | -1.4% | 2,418 | -11.0% | 0.12% | -22.6% |
Q3 2020 | $217,000 | – | 2,718 | – | 0.16% | – |
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% |