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 | $1,125,128 | +4.0% | 11,656 | +4.0% | 0.64% | +7.3% |
| Q2 2023 | $1,081,554 | +8.9% | 11,205 | +0.1% | 0.60% | +6.7% |
| Q1 2023 | $993,386 | +9.0% | 11,191 | +0.2% | 0.56% | +6.0% |
| Q4 2022 | $911,065 | +1.7% | 11,170 | +0.2% | 0.53% | -4.5% |
| Q3 2022 | $896,000 | +3.1% | 11,151 | +9.2% | 0.56% | +9.9% |
| Q2 2022 | $869,000 | -11.8% | 10,207 | +2.9% | 0.51% | -2.9% |
| Q1 2022 | $985,000 | +3.8% | 9,915 | +4.9% | 0.52% | -3.0% |
| Q4 2021 | $949,000 | -8.4% | 9,456 | -0.1% | 0.54% | -5.1% |
| Q3 2021 | $1,036,000 | +6.3% | 9,465 | -2.0% | 0.57% | -0.5% |
| Q2 2021 | $975,000 | +25.6% | 9,658 | +19.3% | 0.57% | +19.5% |
| Q1 2021 | $776,000 | +2.8% | 8,098 | -2.4% | 0.48% | -0.2% |
| Q4 2020 | $755,000 | +21.2% | 8,298 | +12.4% | 0.48% | +9.4% |
| Q3 2020 | $623,000 | +14.9% | 7,382 | +2.9% | 0.44% | +0.5% |
| Q2 2020 | $542,000 | +5.4% | 7,171 | -9.6% | 0.43% | -7.1% |
| Q1 2020 | $514,000 | -34.6% | 7,936 | -27.1% | 0.47% | -31.3% |
| Q4 2019 | $786,000 | – | 10,884 | – | 0.68% | – |
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% |