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 | $10,530,208 | -5.7% | 111,043 | -2.9% | 0.10% | -7.1% |
| Q2 2023 | $11,166,208 | +12.0% | 114,361 | +1.9% | 0.11% | +3.7% |
| Q1 2023 | $9,965,493 | +2.2% | 112,262 | -6.1% | 0.11% | +24.1% |
| Q4 2022 | $9,747,672 | -99.9% | 119,574 | -62.1% | 0.09% | -35.6% |
| Q3 2022 | $12,662,650,000 | +97080.7% | 315,536 | +102.7% | 0.14% | +0.7% |
| Q2 2022 | $13,030,000 | +3.5% | 155,670 | +30.6% | 0.13% | +2.3% |
| Q1 2022 | $12,591,000 | -6.2% | 119,162 | +2.6% | 0.13% | -3.7% |
| Q4 2021 | $13,430,000 | +0.6% | 116,138 | -10.9% | 0.14% | +1.5% |
| Q3 2021 | $13,355,000 | -22.4% | 130,412 | -23.5% | 0.13% | -31.3% |
| Q2 2021 | $17,217,000 | +14.1% | 170,495 | +2.6% | 0.20% | +2.1% |
| Q1 2021 | $15,084,000 | -10.0% | 166,142 | -12.4% | 0.19% | -1.5% |
| Q4 2020 | $16,765,000 | -99.9% | 189,713 | +2.9% | 0.19% | -29.7% |
| Q3 2020 | $14,813,000,000 | – | 184,456 | – | 0.28% | – |
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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% |