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 | $1,495,279 | -1.8% | 15,768 | +1.1% | 0.53% | +7.3% |
| Q2 2023 | $1,522,891 | +8.0% | 15,597 | -1.8% | 0.50% | -5.3% |
| Q1 2023 | $1,410,289 | -23.5% | 15,887 | -29.8% | 0.52% | -27.8% |
| Q4 2022 | $1,843,656 | +54.9% | 22,616 | +52.4% | 0.73% | +50.3% |
| Q3 2022 | $1,190,000 | -6.7% | 14,842 | -2.6% | 0.48% | -4.0% |
| Q2 2022 | $1,276,000 | -15.8% | 15,242 | +6.2% | 0.50% | -10.5% |
| Q1 2022 | $1,516,000 | -20.7% | 14,352 | -13.2% | 0.56% | -26.8% |
| Q4 2021 | $1,911,000 | +5.7% | 16,526 | -6.4% | 0.77% | -26.2% |
| Q3 2021 | $1,808,000 | +9.6% | 17,654 | -2.8% | 1.04% | +4.1% |
| Q2 2021 | $1,650,000 | 0.0% | 18,169 | 0.0% | 1.00% | -3.1% |
| Q1 2021 | $1,650,000 | +4.3% | 18,169 | +1.8% | 1.03% | -9.5% |
| Q4 2020 | $1,582,000 | – | 17,839 | – | 1.14% | – |
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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% |