ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 516 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $19,186,412 | -3.9% | 202,324 | -1.1% | 8.27% | -1.0% |
| Q2 2023 | $19,975,409 | +8.3% | 204,582 | -1.6% | 8.35% | -1.2% |
| Q1 2023 | $18,452,495 | +11.7% | 207,869 | +2.6% | 8.45% | +0.0% |
| Q4 2022 | $16,513,668 | +2.7% | 202,572 | +1.0% | 8.44% | -10.4% |
| Q3 2022 | $16,074,000 | -2.6% | 200,476 | +1.6% | 9.43% | +2.7% |
| Q2 2022 | $16,511,000 | -24.6% | 197,265 | -4.8% | 9.18% | -18.9% |
| Q1 2022 | $21,894,000 | +3.6% | 207,210 | +13.4% | 11.32% | -2.0% |
| Q4 2021 | $21,133,000 | +9.1% | 182,749 | -3.4% | 11.55% | -1.8% |
| Q3 2021 | $19,378,000 | +3.3% | 189,221 | +1.9% | 11.76% | -1.1% |
| Q2 2021 | $18,760,000 | +12.6% | 185,777 | +1.2% | 11.90% | +5.3% |
| Q1 2021 | $16,659,000 | -4.3% | 183,485 | -6.6% | 11.30% | -17.4% |
| Q4 2020 | $17,416,000 | – | 196,371 | – | 13.68% | – |
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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% |