ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 535 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.03 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $957,281 | -1.9% | 10,095 | +1.0% | 0.57% | +1.4% |
| Q2 2023 | $976,318 | +16.3% | 9,999 | +5.7% | 0.56% | +10.8% |
| Q1 2023 | $839,678 | +4.0% | 9,459 | -4.5% | 0.51% | +3.9% |
| Q4 2022 | $807,282 | +0.0% | 9,903 | -1.7% | 0.49% | -12.6% |
| Q3 2022 | $807,000 | -5.1% | 10,071 | -0.8% | 0.56% | -0.7% |
| Q2 2022 | $850,000 | -22.4% | 10,156 | -2.0% | 0.57% | -12.9% |
| Q1 2022 | $1,095,000 | -8.1% | 10,360 | +0.5% | 0.65% | -1.5% |
| Q4 2021 | $1,192,000 | +12.9% | 10,308 | -0.0% | 0.66% | +3.1% |
| Q3 2021 | $1,056,000 | +0.5% | 10,313 | -0.9% | 0.64% | +1.3% |
| Q2 2021 | $1,051,000 | +8.2% | 10,404 | -2.7% | 0.63% | +1.3% |
| Q1 2021 | $971,000 | +3.6% | 10,698 | +1.2% | 0.62% | -2.5% |
| Q4 2020 | $937,000 | +11.4% | 10,568 | +0.5% | 0.64% | -2.3% |
| Q3 2020 | $841,000 | +15.5% | 10,516 | +3.9% | 0.66% | +7.0% |
| Q2 2020 | $728,000 | +37.9% | 10,122 | +9.5% | 0.61% | +14.2% |
| Q1 2020 | $528,000 | +22.5% | 9,242 | +45.0% | 0.54% | +54.0% |
| Q4 2019 | $431,000 | -11.7% | 6,375 | -18.0% | 0.35% | -17.5% |
| Q3 2019 | $488,000 | – | 7,770 | – | 0.42% | – |
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% |