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 | $902,370 | -1.5% | 9,516 | +1.4% | 0.11% | +1.9% |
| Q2 2023 | $916,126 | +12.1% | 9,383 | +1.9% | 0.11% | +7.1% |
| Q1 2023 | $817,110 | +11.0% | 9,205 | +1.9% | 0.10% | +7.6% |
| Q4 2022 | $736,256 | +7.6% | 9,032 | +5.9% | 0.09% | -3.2% |
| Q3 2022 | $684,000 | -1.2% | 8,529 | +3.2% | 0.10% | -39.1% |
| Q2 2022 | $692,000 | -20.7% | 8,265 | 0.0% | 0.16% | +50.0% |
| Q1 2022 | $873,000 | -8.7% | 8,265 | 0.0% | 0.10% | -9.6% |
| Q4 2021 | $956,000 | +10.9% | 8,265 | -1.9% | 0.12% | 0.0% |
| Q3 2021 | $862,000 | +1.4% | 8,421 | 0.0% | 0.12% | -38.5% |
| Q2 2021 | $850,000 | +11.1% | 8,421 | 0.0% | 0.19% | +0.5% |
| Q1 2021 | $765,000 | +2.4% | 8,421 | 0.0% | 0.19% | -4.1% |
| Q4 2020 | $747,000 | +10.8% | 8,421 | 0.0% | 0.19% | -7.6% |
| Q3 2020 | $674,000 | +11.4% | 8,421 | 0.0% | 0.21% | 0.0% |
| Q2 2020 | $605,000 | +25.8% | 8,421 | 0.0% | 0.21% | +1.0% |
| Q1 2020 | $481,000 | -13.2% | 8,421 | +2.9% | 0.21% | +3.5% |
| Q4 2019 | $554,000 | – | 8,185 | – | 0.20% | – |
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% |