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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $240,346 | -2.8% | 2,534 | +0.1% | 0.06% | -1.6% |
| Q2 2023 | $247,272 | +8.1% | 2,532 | -1.7% | 0.06% | -9.0% |
| Q1 2023 | $228,643 | +9.1% | 2,576 | +0.2% | 0.07% | -2.9% |
| Q4 2022 | $209,550 | -7.3% | 2,571 | -5.0% | 0.07% | -23.3% |
| Q3 2022 | $226,000 | 0.0% | 2,705 | 0.0% | 0.09% | 0.0% |
| Q2 2022 | $226,000 | -28.7% | 2,705 | -1.5% | 0.09% | -21.1% |
| Q1 2022 | $317,000 | 0.0% | 2,745 | 0.0% | 0.11% | 0.0% |
| Q4 2021 | $317,000 | -15.5% | 2,745 | -25.0% | 0.11% | -27.8% |
| Q3 2021 | $375,000 | +53.1% | 3,659 | +7.5% | 0.16% | -6.5% |
| Q2 2020 | $245,000 | +7.0% | 3,405 | +0.7% | 0.17% | -4.0% |
| Q4 2019 | $229,000 | +8.0% | 3,383 | +0.6% | 0.18% | -6.4% |
| Q3 2019 | $212,000 | +1.0% | 3,364 | +0.3% | 0.19% | -3.1% |
| Q2 2019 | $210,000 | +17.3% | 3,353 | +16.1% | 0.19% | +35.7% |
| Q4 2018 | $179,000 | – | 2,889 | – | 0.14% | – |
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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% |