ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 516 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $460,033 | +75.8% | 5,004 | +90.1% | 0.03% | +133.3% |
| Q2 2023 | $261,722 | +10.5% | 2,632 | -0.6% | 0.01% | -45.5% |
| Q1 2023 | $236,953 | +6.6% | 2,649 | 0.0% | 0.02% | 0.0% |
| Q4 2022 | $222,281 | +6.4% | 2,649 | 0.0% | 0.02% | -4.3% |
| Q3 2022 | $209,000 | -11.8% | 2,649 | 0.0% | 0.02% | -30.3% |
| Q2 2022 | $237,000 | -13.8% | 2,649 | -4.5% | 0.03% | -5.7% |
| Q1 2022 | $275,000 | +1.1% | 2,773 | +3.9% | 0.04% | +6.1% |
| Q4 2021 | $272,000 | -10.8% | 2,670 | -1.0% | 0.03% | 0.0% |
| Q3 2021 | $305,000 | -7.9% | 2,697 | -14.2% | 0.03% | -28.3% |
| Q2 2021 | $331,000 | +35.7% | 3,145 | +22.3% | 0.05% | -14.8% |
| Q1 2021 | $244,000 | – | 2,572 | – | 0.05% | – |
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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% |