ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 492 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,742,249 | -4.7% | 17,838 | -4.6% | 0.68% | +1.8% |
| Q2 2023 | $1,827,844 | +10.2% | 18,703 | +1.5% | 0.67% | +2.3% |
| Q1 2023 | $1,658,336 | +493.6% | 18,428 | +453.7% | 0.66% | +346.9% |
| Q4 2022 | $279,352 | +17.9% | 3,328 | +16.7% | 0.15% | +10.5% |
| Q3 2022 | $237,000 | -48.8% | 2,852 | -40.9% | 0.13% | -45.7% |
| Q2 2022 | $463,000 | +8.4% | 4,826 | +5.9% | 0.24% | +2.9% |
| Q1 2022 | $427,000 | – | 4,555 | – | 0.24% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Vantage Financial Partners, LLC | 464,658 | $38,892,000 | 22.95% |
| Madison Wealth Partners, Inc | 326,892 | $27,361,000 | 17.38% |
| HILLTOP WEALTH ADVISORS, LLC | 210,626 | $17,629,000 | 17.17% |
| Tennessee Valley Asset Management Partners | 377,060 | $31,560,000 | 12.13% |
| Financial Council, LLC | 105,261 | $8,810,000 | 10.99% |
| Legacy Financial Group LLC | 408,231 | $34,169,000 | 10.78% |
| DOLIVER ADVISORS, LP | 352,235 | $29,482,000 | 10.47% |
| Veracity Capital LLC | 214,699 | $17,970,000 | 9.56% |
| ForthRight Wealth Management, LLC | 197,265 | $16,511,000 | 9.18% |
| Petix & Botte Co | 114,588 | $9,591,000 | 7.06% |