ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 510 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
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 ↓ |
|---|---|---|---|
| DOLIVER ADVISORS, LP | 605,472 | $71,549,000 | 23.74% |
| Tennessee Valley Asset Management Partners | 329,871 | $33,000 | 15.64% |
| Madison Wealth Partners, Inc | 262,585 | $26,516,000 | 15.18% |
| Legacy Financial Group LLC | 453,289 | $45,773,000 | 13.82% |
| ForthRight Wealth Management, LLC | 185,777 | $18,760,000 | 11.90% |
| Mascoma Wealth Management LLC | 241,697 | $24,407,000 | 10.43% |
| IRONWOOD WEALTH MANAGEMENT, INC. | 128,778 | $13,004,000 | 9.33% |
| Petix & Botte Co | 93,854 | $9,477,000 | 6.61% |
| Elevation Capital Advisory, LLC | 95,991 | $9,694,000 | 5.44% |
| Advanced Asset Management Advisors Inc | 239,600 | $24,195,000 | 5.12% |