ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 535 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.03 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $851,365 | -2.8% | 8,978 | +0.1% | 0.53% | -3.6% |
| Q2 2023 | $876,006 | +6.9% | 8,972 | -2.8% | 0.55% | -3.8% |
| Q1 2023 | $819,490 | +10.5% | 9,232 | +2.6% | 0.57% | -7.4% |
| Q4 2022 | $741,695 | +1.0% | 9,000 | 0.0% | 0.62% | -4.0% |
| Q3 2022 | $734,000 | -4.2% | 9,000 | 0.0% | 0.64% | -3.6% |
| Q2 2022 | $766,000 | -20.8% | 9,000 | 0.0% | 0.67% | -2.9% |
| Q1 2022 | $967,000 | -8.6% | 9,000 | 0.0% | 0.69% | -5.1% |
| Q4 2021 | $1,058,000 | +8.6% | 9,000 | -5.3% | 0.73% | +0.7% |
| Q3 2021 | $974,000 | -0.6% | 9,507 | -2.0% | 0.72% | +5.6% |
| Q2 2021 | $980,000 | +7.6% | 9,702 | +0.3% | 0.68% | +0.4% |
| Q1 2021 | $911,000 | -17.1% | 9,677 | -18.9% | 0.68% | -21.0% |
| Q4 2020 | $1,099,000 | – | 11,928 | – | 0.86% | – |
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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% |