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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $12,000 | -79.7% | 114 | -77.5% | 0.01% | +350.0% |
| Q4 2021 | $59,000 | +168.2% | 507 | +138.0% | 0.00% | -91.3% |
| Q3 2021 | $22,000 | -96.4% | 213 | -96.4% | 0.02% | -95.5% |
| Q2 2021 | $606,000 | +11.2% | 6,000 | 0.0% | 0.51% | -7.7% |
| Q1 2021 | $545,000 | +2.3% | 6,000 | -0.2% | 0.55% | +28.3% |
| Q4 2020 | $533,000 | +9.7% | 6,010 | -1.0% | 0.43% | -25.4% |
| Q3 2020 | $486,000 | +11.5% | 6,073 | 0.0% | 0.57% | +4.0% |
| Q2 2020 | $436,000 | +25.6% | 6,073 | +0.0% | 0.55% | +35.6% |
| Q1 2020 | $347,000 | -13.0% | 6,072 | +3.0% | 0.41% | -23.6% |
| Q4 2019 | $399,000 | – | 5,893 | – | 0.53% | – |
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% |