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 | $44,570 | -2.9% | 470 | 0.0% | 0.01% | -7.7% |
| Q2 2023 | $45,891 | +39.1% | 470 | +19.6% | 0.01% | +18.2% |
| Q2 2022 | $33,000 | -21.4% | 393 | 0.0% | 0.01% | -15.4% |
| Q1 2022 | $42,000 | -6.7% | 393 | 0.0% | 0.01% | -7.1% |
| Q4 2021 | $45,000 | +4.7% | 393 | -6.2% | 0.01% | 0.0% |
| Q3 2021 | $43,000 | +7.5% | 419 | +6.6% | 0.01% | +7.7% |
| Q2 2021 | $40,000 | +11.1% | 393 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $36,000 | +2.9% | 393 | 0.0% | 0.01% | -7.1% |
| Q4 2020 | $35,000 | +12.9% | 393 | 0.0% | 0.01% | +7.7% |
| Q3 2020 | $31,000 | +10.7% | 393 | 0.0% | 0.01% | +8.3% |
| Q2 2020 | $28,000 | +27.3% | 393 | 0.0% | 0.01% | +9.1% |
| Q1 2020 | $22,000 | -18.5% | 393 | 0.0% | 0.01% | 0.0% |
| Q4 2019 | $27,000 | +8.0% | 393 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $25,000 | 0.0% | 393 | 0.0% | 0.01% | -8.3% |
| Q2 2019 | $25,000 | -3.8% | 393 | -10.5% | 0.01% | -14.3% |
| Q1 2019 | $26,000 | +13.0% | 439 | 0.0% | 0.01% | +7.7% |
| Q4 2018 | $23,000 | – | 439 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Vantage Financial Partners, LLC | 464,658 | $38,892,000 | 22.95% |
| Madison Wealth Partners, Inc | 326,892 | $27,361,000 | 17.38% |
| HILLTOP WEALTH ADVISORS, LLC | 210,626 | $17,629,000 | 17.17% |
| Tennessee Valley Asset Management Partners | 377,060 | $31,560,000 | 12.13% |
| Financial Council, LLC | 105,261 | $8,810,000 | 10.99% |
| Legacy Financial Group LLC | 408,231 | $34,169,000 | 10.78% |
| DOLIVER ADVISORS, LP | 352,235 | $29,482,000 | 10.47% |
| Veracity Capital LLC | 214,699 | $17,970,000 | 9.56% |
| ForthRight Wealth Management, LLC | 197,265 | $16,511,000 | 9.18% |
| Petix & Botte Co | 114,588 | $9,591,000 | 7.06% |