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 | $82,776 | -2.9% | 873 | 0.0% | 0.04% | -2.7% |
| Q2 2023 | $85,230 | +0.3% | 873 | -8.9% | 0.04% | -9.8% |
| Q1 2023 | $85,012 | +12.3% | 958 | +3.1% | 0.04% | +2.5% |
| Q4 2022 | $75,718 | -66.9% | 929 | -67.4% | 0.04% | -66.7% |
| Q3 2022 | $229,000 | -20.8% | 2,854 | -17.3% | 0.12% | -15.5% |
| Q2 2022 | $289,000 | -20.8% | 3,453 | +0.0% | 0.14% | -5.3% |
| Q1 2022 | $365,000 | -8.5% | 3,452 | +0.0% | 0.15% | -7.4% |
| Q4 2021 | $399,000 | +12.7% | 3,451 | +0.0% | 0.16% | -0.6% |
| Q3 2021 | $354,000 | +4.4% | 3,450 | +2.6% | 0.16% | -8.9% |
| Q2 2021 | $339,000 | +11.1% | 3,362 | 0.0% | 0.18% | -0.6% |
| Q1 2021 | $305,000 | -3.2% | 3,362 | -5.6% | 0.18% | -17.1% |
| Q4 2020 | $315,000 | +8.2% | 3,561 | -2.3% | 0.22% | -2.3% |
| Q3 2020 | $291,000 | +11.5% | 3,645 | +0.0% | 0.22% | +5.7% |
| Q2 2020 | $261,000 | +23.7% | 3,644 | -3.7% | 0.21% | +8.2% |
| Q1 2020 | $211,000 | -17.9% | 3,785 | -0.7% | 0.19% | +17.6% |
| Q4 2019 | $257,000 | – | 3,812 | – | 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% |