ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 552 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 7.60 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $217,098 | +5.7% | 1,703 | -2.9% | 0.12% | +0.9% |
| Q1 2024 | $205,469 | -29.3% | 1,753 | -41.1% | 0.12% | -39.3% |
| Q2 2023 | $290,728 | -15.8% | 2,978 | -23.5% | 0.19% | -5.9% |
| Q1 2023 | $345,442 | +1.7% | 3,891 | -6.6% | 0.20% | -6.5% |
| Q4 2022 | $339,667 | +2.9% | 4,167 | +1.1% | 0.22% | -5.7% |
| Q3 2022 | $330,000 | -32.4% | 4,121 | -29.4% | 0.23% | -28.1% |
| Q2 2022 | $488,000 | -25.2% | 5,835 | -5.5% | 0.32% | -15.1% |
| Q1 2022 | $652,000 | -9.4% | 6,174 | -0.9% | 0.38% | -2.8% |
| Q4 2021 | $720,000 | +9.6% | 6,229 | -4.3% | 0.39% | -17.3% |
| Q2 2021 | $657,000 | +8.8% | 6,508 | -2.1% | 0.47% | -3.7% |
| Q1 2021 | $604,000 | -17.6% | 6,649 | -15.6% | 0.49% | +46.7% |
| Q4 2020 | $733,000 | – | 7,881 | – | 0.33% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Mascoma Wealth Management LLC | 168,247 | $8,493,000 | 5.67% |
| GM Advisory Group, LLC | 285,483 | $14,411,000 | 4.39% |
| Community Financial Services Group, LLC | 208,159 | $10,508,000 | 4.30% |
| Kingfisher Capital LLC | 44,150 | $2,229,000 | 1.48% |
| LPL Financial LLC | 8,261,353 | $417,033,000 | 1.47% |
| TRUE Private Wealth Advisors | 117,981 | $5,955,000 | 1.34% |
| Neumann Capital Management, LLC | 36,146 | $1,825,000 | 1.13% |
| HOLLENCREST CAPITAL MANAGEMENT | 151,850 | $7,665,000 | 1.06% |
| Steinberg Global Asset Management | 140,173 | $7,076,000 | 1.04% |
| Ullmann Wealth Partners Group, LLC | 22,656 | $964,000 | 0.96% |