ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 545 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $12,864 | -81.8% | 136 | -81.2% | 0.01% | -82.9% |
| Q2 2023 | $70,758 | -30.2% | 725 | -36.5% | 0.04% | -35.2% |
| Q1 2023 | $101,321 | +9.3% | 1,141 | +0.3% | 0.05% | 0.0% |
| Q4 2022 | $92,738 | +15.9% | 1,138 | +13.8% | 0.05% | +14.9% |
| Q3 2022 | $80,000 | -3.6% | 1,000 | +0.3% | 0.05% | -9.6% |
| Q2 2022 | $83,000 | -21.0% | 997 | +0.2% | 0.05% | 0.0% |
| Q1 2022 | $105,000 | +118.8% | 995 | +140.9% | 0.05% | +126.1% |
| Q4 2021 | $48,000 | +14.3% | 413 | +0.5% | 0.02% | -11.5% |
| Q3 2021 | $42,000 | 0.0% | 411 | 0.0% | 0.03% | 0.0% |
| Q2 2021 | $42,000 | +13.5% | 411 | +0.2% | 0.03% | -3.7% |
| Q1 2021 | $37,000 | – | 410 | – | 0.03% | – |
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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% |