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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $797,000 | +13.0% | 6,896 | +0.2% | 1.84% | +1.6% |
| Q3 2021 | $705,000 | +1.6% | 6,885 | +0.2% | 1.82% | +36.5% |
| Q2 2021 | $694,000 | +11.4% | 6,871 | +0.1% | 1.33% | +71.6% |
| Q1 2021 | $623,000 | +2.6% | 6,862 | +0.2% | 0.78% | -17.8% |
| Q4 2020 | $607,000 | +23.9% | 6,849 | +0.5% | 0.94% | +20.3% |
| Q3 2020 | $490,000 | 0.0% | 6,812 | 0.0% | 0.78% | +2.3% |
| Q2 2020 | $490,000 | +26.3% | 6,812 | +0.3% | 0.77% | +14.8% |
| Q1 2020 | $388,000 | -15.3% | 6,794 | +0.3% | 0.67% | +21.1% |
| Q4 2019 | $458,000 | – | 6,772 | – | 0.55% | – |
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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% |