ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 545 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $96,000 | -4.0% | 1,206 | 0.0% | 0.03% | 0.0% |
| Q2 2022 | $100,000 | -21.3% | 1,206 | 0.0% | 0.03% | -10.0% |
| Q1 2022 | $127,000 | -15.3% | 1,206 | -7.2% | 0.03% | -11.8% |
| Q4 2021 | $150,000 | +12.8% | 1,300 | 0.0% | 0.03% | 0.0% |
| Q3 2021 | $133,000 | +1.5% | 1,300 | 0.0% | 0.03% | +3.0% |
| Q2 2021 | $131,000 | +11.0% | 1,300 | 0.0% | 0.03% | 0.0% |
| Q1 2021 | $118,000 | -12.6% | 1,300 | -14.5% | 0.03% | -19.5% |
| Q4 2020 | $135,000 | +11.6% | 1,520 | 0.0% | 0.04% | -2.4% |
| Q3 2020 | $121,000 | +10.0% | 1,520 | 0.0% | 0.04% | +2.4% |
| Q2 2020 | $110,000 | +32.5% | 1,520 | 0.0% | 0.04% | +5.1% |
| Q1 2020 | $83,000 | -20.2% | 1,520 | 0.0% | 0.04% | +11.4% |
| Q4 2019 | $104,000 | +10.6% | 1,520 | 0.0% | 0.04% | +2.9% |
| Q3 2019 | $94,000 | +36.2% | 1,520 | +38.2% | 0.03% | +30.8% |
| Q2 2019 | $69,000 | – | 1,100 | – | 0.03% | – |
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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% |