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 2023 | $645,112 | -1.8% | 6,803 | +1.1% | 0.04% | +5.0% |
| Q2 2023 | $656,905 | +34.7% | 6,728 | +22.5% | 0.04% | +25.0% |
| Q1 2023 | $487,511 | -2.7% | 5,492 | -10.6% | 0.03% | -8.6% |
| Q4 2022 | $500,929 | +99885.8% | 6,145 | -1.6% | 0.04% | -10.3% |
| Q3 2022 | $501 | +1.0% | 6,248 | +5.5% | 0.04% | 0.0% |
| Q2 2022 | $496 | -51.7% | 5,920 | -39.0% | 0.04% | -43.5% |
| Q1 2022 | $1,026 | +51.8% | 9,708 | +66.2% | 0.07% | +32.7% |
| Q4 2021 | $676 | +16.6% | 5,842 | +3.2% | 0.05% | -8.8% |
| Q3 2021 | $580 | +4.5% | 5,661 | +3.0% | 0.06% | -13.6% |
| Q2 2021 | $555 | +18.6% | 5,494 | +6.6% | 0.07% | -9.6% |
| Q1 2021 | $468 | +27.2% | 5,155 | +24.3% | 0.07% | 0.0% |
| Q4 2020 | $368 | +10.8% | 4,146 | -0.0% | 0.07% | -7.6% |
| Q3 2020 | $332 | -99.9% | 4,147 | -5.1% | 0.08% | -1.2% |
| Q2 2020 | $314,000 | -80.7% | 4,369 | -84.7% | 0.08% | -81.0% |
| Q1 2020 | $1,631,000 | -17.8% | 28,576 | -2.6% | 0.42% | -13.6% |
| Q4 2019 | $1,985,000 | +9.4% | 29,342 | +1.7% | 0.49% | +5.4% |
| Q3 2019 | $1,815,000 | -3.6% | 28,862 | -3.9% | 0.46% | -19.4% |
| Q2 2019 | $1,882,000 | +694.1% | 30,024 | +665.7% | 0.57% | +558.6% |
| Q1 2019 | $237,000 | – | 3,921 | – | 0.09% | – |
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% |