ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 492 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,303,766 | -2.6% | 98,255 | -0.4% | 5.56% | -0.1% |
| Q2 2023 | $9,547,288 | +9.0% | 98,629 | +0.2% | 5.56% | +6.5% |
| Q1 2023 | $8,757,846 | +6.7% | 98,447 | +0.2% | 5.22% | +8.7% |
| Q4 2022 | $8,205,025 | +4.6% | 98,252 | +1.7% | 4.80% | -14.8% |
| Q3 2022 | $7,847,000 | -7.1% | 96,633 | +0.4% | 5.64% | -2.7% |
| Q2 2022 | $8,446,000 | -15.6% | 96,269 | +1.6% | 5.80% | -19.7% |
| Q1 2022 | $10,007,000 | -19.6% | 94,708 | -12.0% | 7.22% | -17.1% |
| Q4 2021 | $12,450,000 | +12.3% | 107,662 | -0.5% | 8.71% | +6.0% |
| Q3 2021 | $11,082,000 | -14.8% | 108,214 | -16.0% | 8.22% | -11.9% |
| Q2 2021 | $13,004,000 | +12.0% | 128,778 | +0.7% | 9.33% | +1.6% |
| Q1 2021 | $11,609,000 | +2.2% | 127,863 | -0.2% | 9.18% | -10.3% |
| Q4 2020 | $11,363,000 | – | 128,124 | – | 10.24% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Vantage Financial Partners, LLC | 464,658 | $38,892,000 | 22.95% |
| Madison Wealth Partners, Inc | 326,892 | $27,361,000 | 17.38% |
| HILLTOP WEALTH ADVISORS, LLC | 210,626 | $17,629,000 | 17.17% |
| Tennessee Valley Asset Management Partners | 377,060 | $31,560,000 | 12.13% |
| Financial Council, LLC | 105,261 | $8,810,000 | 10.99% |
| Legacy Financial Group LLC | 408,231 | $34,169,000 | 10.78% |
| DOLIVER ADVISORS, LP | 352,235 | $29,482,000 | 10.47% |
| Veracity Capital LLC | 214,699 | $17,970,000 | 9.56% |
| ForthRight Wealth Management, LLC | 197,265 | $16,511,000 | 9.18% |
| Petix & Botte Co | 114,588 | $9,591,000 | 7.06% |