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 | ||||
---|---|---|---|---|---|---|
Q2 2024 | $4,358,159 | +0.3% | 34,187 | -7.8% | 1.76% | -0.7% |
Q1 2024 | $4,346,616 | +6.2% | 37,084 | -5.7% | 1.78% | +3.6% |
Q4 2023 | $4,093,316 | +11.0% | 39,321 | +1.1% | 1.72% | +2.8% |
Q3 2023 | $3,688,413 | +2.2% | 38,895 | +5.2% | 1.67% | +4.4% |
Q2 2023 | $3,608,579 | -26.6% | 36,958 | -33.3% | 1.60% | -23.8% |
Q1 2023 | $4,916,793 | +4.6% | 55,388 | -3.9% | 2.10% | +0.8% |
Q4 2022 | $4,698,731 | +20.8% | 57,639 | +18.8% | 2.08% | +11.2% |
Q3 2022 | $3,889,000 | -1.3% | 48,499 | +3.1% | 1.87% | +3.4% |
Q2 2022 | $3,939,000 | +29.6% | 47,060 | +63.5% | 1.81% | +44.2% |
Q1 2022 | $3,040,000 | +9.5% | 28,775 | +19.9% | 1.26% | +17.2% |
Q4 2021 | $2,776,000 | +12.1% | 24,006 | -0.7% | 1.07% | +6.2% |
Q3 2021 | $2,477,000 | -2.1% | 24,187 | -3.5% | 1.01% | -2.9% |
Q2 2021 | $2,530,000 | +32.7% | 25,057 | +19.3% | 1.04% | +22.7% |
Q1 2021 | $1,907,000 | +1.9% | 21,009 | -0.5% | 0.85% | -3.3% |
Q4 2020 | $1,872,000 | – | 21,107 | – | 0.88% | – |
Download |
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% |