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 | ||||
---|---|---|---|---|---|---|
Q2 2023 | $552,349 | +10.0% | 5,657 | -0.0% | 0.30% | +7.6% |
Q1 2023 | $502,349 | +6.9% | 5,659 | -3.9% | 0.28% | -11.8% |
Q4 2022 | $469,762 | -6.0% | 5,886 | -5.7% | 0.31% | +1.6% |
Q3 2022 | $500,000 | -4.4% | 6,240 | -0.0% | 0.31% | -2.5% |
Q2 2022 | $523,000 | -20.6% | 6,243 | +0.0% | 0.32% | -7.6% |
Q1 2022 | $659,000 | -1.2% | 6,240 | -0.3% | 0.34% | -4.5% |
Q4 2021 | $667,000 | +4.1% | 6,260 | -0.0% | 0.36% | +0.6% |
Q3 2021 | $641,000 | -1.5% | 6,262 | -2.9% | 0.36% | -4.0% |
Q2 2021 | $651,000 | +12.6% | 6,447 | +2.8% | 0.37% | +6.0% |
Q1 2021 | $578,000 | +5.5% | 6,272 | +2.2% | 0.35% | -7.4% |
Q4 2020 | $548,000 | +5.8% | 6,134 | -4.1% | 0.38% | -8.7% |
Q3 2020 | $518,000 | +5.7% | 6,398 | -2.0% | 0.42% | -5.5% |
Q2 2020 | $490,000 | +20.4% | 6,528 | +1.3% | 0.44% | +5.0% |
Q1 2020 | $407,000 | -12.5% | 6,442 | +0.1% | 0.42% | +8.6% |
Q4 2019 | $465,000 | – | 6,438 | – | 0.38% | – |
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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% |