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 | $46,045,533,000 | +97585.0% | 485,559 | +0.6% | 10.83% | -10.9% |
| Q2 2023 | $47,136,731 | +25.0% | 482,760 | +13.6% | 12.15% | +17.6% |
| Q1 2023 | $37,724,369 | +2.9% | 424,968 | -5.5% | 10.33% | -6.0% |
| Q4 2022 | $36,661,293 | +5.3% | 449,721 | +3.6% | 10.98% | -5.5% |
| Q3 2022 | $34,809,000 | +1.9% | 434,142 | +6.3% | 11.62% | +7.8% |
| Q2 2022 | $34,169,000 | -21.8% | 408,231 | -1.3% | 10.78% | -15.9% |
| Q1 2022 | $43,720,000 | +16.4% | 413,777 | +23.3% | 12.82% | -20.6% |
| Q4 2021 | $37,550,000 | -21.5% | 335,565 | -28.2% | 16.14% | +12.8% |
| Q3 2021 | $47,856,000 | +4.6% | 467,301 | +3.1% | 14.32% | +3.5% |
| Q2 2021 | $45,773,000 | +19.2% | 453,289 | +7.2% | 13.82% | +3.6% |
| Q1 2021 | $38,386,000 | +3.8% | 422,802 | +1.4% | 13.34% | -6.2% |
| Q4 2020 | $36,969,000 | – | 416,835 | – | 14.22% | – |
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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% |