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 | $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 | 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% |