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 | $518,657 | -35.0% | 5,616 | -31.3% | 0.13% | -18.4% |
| Q2 2023 | $798,503 | +4.1% | 8,178 | -5.4% | 0.16% | -3.1% |
| Q1 2023 | $767,223 | -0.6% | 8,643 | -8.6% | 0.16% | -6.9% |
| Q4 2022 | $771,506 | +39.0% | 9,460 | +36.7% | 0.18% | +25.0% |
| Q3 2022 | $555,000 | -4.0% | 6,919 | +0.1% | 0.14% | -2.8% |
| Q2 2022 | $578,000 | -19.9% | 6,909 | +1.1% | 0.14% | -10.0% |
| Q1 2022 | $722,000 | -9.1% | 6,834 | -0.5% | 0.16% | -7.5% |
| Q4 2021 | $794,000 | +15.1% | 6,868 | +1.9% | 0.17% | +7.5% |
| Q3 2021 | $690,000 | +1.5% | 6,738 | +0.1% | 0.16% | +8.1% |
| Q2 2021 | $680,000 | +11.3% | 6,732 | +0.1% | 0.15% | 0.0% |
| Q1 2021 | $611,000 | -22.6% | 6,727 | -24.4% | 0.15% | -29.7% |
| Q4 2020 | $789,000 | +11.0% | 8,899 | +0.1% | 0.21% | -11.3% |
| Q3 2020 | $711,000 | +7.6% | 8,892 | -3.2% | 0.24% | -8.1% |
| Q2 2020 | $661,000 | +26.4% | 9,189 | +0.1% | 0.26% | -8.1% |
| Q1 2020 | $523,000 | – | 9,182 | – | 0.28% | – |
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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% |