ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 475 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.29 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $31,000 | -22.5% | 375 | 0.0% | 0.01% | -15.4% |
| Q1 2022 | $40,000 | -7.0% | 375 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $43,000 | +13.2% | 375 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $38,000 | -69.4% | 375 | -72.5% | 0.01% | -71.1% |
| Q1 2021 | $124,000 | +2.5% | 1,366 | 0.0% | 0.04% | -4.3% |
| Q4 2020 | $121,000 | – | 1,366 | – | 0.05% | – |
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% |