ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 516 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $99,951 | -2.9% | 1,054 | 0.0% | 0.03% | 0.0% |
| Q2 2023 | $102,913 | +10.0% | 1,054 | 0.0% | 0.03% | 0.0% |
| Q1 2023 | $93,564 | +10.7% | 1,054 | 0.0% | 0.03% | -15.0% |
| Q4 2022 | $84,510 | -0.6% | 1,054 | 0.0% | 0.04% | 0.0% |
| Q3 2022 | $85,000 | -4.5% | 1,054 | 0.0% | 0.04% | -16.7% |
| Q2 2022 | $89,000 | +15.6% | 1,054 | +44.0% | 0.05% | +26.3% |
| Q1 2022 | $77,000 | -9.4% | 732 | 0.0% | 0.04% | -11.6% |
| Q4 2021 | $85,000 | +19.7% | 732 | +5.2% | 0.04% | +7.5% |
| Q3 2021 | $71,000 | -2.7% | 696 | 0.0% | 0.04% | -2.4% |
| Q2 2021 | $73,000 | +15.9% | 696 | 0.0% | 0.04% | -2.4% |
| Q1 2021 | $63,000 | +1.6% | 696 | 0.0% | 0.04% | -8.7% |
| Q4 2020 | $62,000 | +6.9% | 696 | -30.2% | 0.05% | -22.0% |
| Q1 2020 | $58,000 | – | 997 | – | 0.06% | – |
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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% |