ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 499 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $134,364 | +8.8% | 1,054 | 0.0% | 0.03% | 0.0% |
| Q1 2024 | $123,539 | +12.6% | 1,054 | 0.0% | 0.03% | +6.7% |
| Q4 2023 | $109,721 | +9.8% | 1,054 | 0.0% | 0.03% | -11.8% |
| 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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| DOLIVER ADVISORS, LP | 605,472 | $71,549,000 | 23.74% |
| Tennessee Valley Asset Management Partners | 329,871 | $33,000 | 15.64% |
| Madison Wealth Partners, Inc | 262,585 | $26,516,000 | 15.18% |
| Legacy Financial Group LLC | 453,289 | $45,773,000 | 13.82% |
| ForthRight Wealth Management, LLC | 185,777 | $18,760,000 | 11.90% |
| Mascoma Wealth Management LLC | 241,697 | $24,407,000 | 10.43% |
| IRONWOOD WEALTH MANAGEMENT, INC. | 128,778 | $13,004,000 | 9.33% |
| Petix & Botte Co | 93,854 | $9,477,000 | 6.61% |
| Elevation Capital Advisory, LLC | 95,991 | $9,694,000 | 5.44% |
| Advanced Asset Management Advisors Inc | 239,600 | $24,195,000 | 5.12% |