ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 510 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $18,859,160 | +17.9% | 147,938 | +8.4% | 6.52% | +5.6% |
| Q1 2024 | $15,990,137 | +18.9% | 136,423 | +5.6% | 6.17% | +2.5% |
| Q4 2023 | $13,446,284 | +16.3% | 129,167 | +5.9% | 6.02% | +0.7% |
| Q3 2023 | $11,561,590 | -2.6% | 121,919 | +0.3% | 5.98% | -0.3% |
| Q2 2023 | $11,873,837 | +12.8% | 121,608 | +2.5% | 6.00% | +9.7% |
| Q1 2023 | $10,530,170 | +19.2% | 118,623 | +9.5% | 5.47% | +3.8% |
| Q4 2022 | $8,831,573 | +32.9% | 108,336 | +30.7% | 5.27% | +13.2% |
| Q3 2022 | $6,644,000 | -23.9% | 82,866 | -20.5% | 4.66% | -24.8% |
| Q2 2022 | $8,726,000 | +1.0% | 104,253 | +27.5% | 6.19% | +3.9% |
| Q1 2022 | $8,639,000 | +8.9% | 81,762 | +19.2% | 5.96% | -6.3% |
| Q4 2021 | $7,931,000 | – | 68,584 | – | 6.36% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| DOLIVER ADVISORS, LP | 605,472 | $71,549,000 | 23.74% |
| Tennessee Valley Asset Management Partners | 329,871 | $33,000 | 15.64% |
| Madison Wealth Partners, Inc | 262,585 | $26,516,000 | 15.18% |
| Legacy Financial Group LLC | 453,289 | $45,773,000 | 13.82% |
| ForthRight Wealth Management, LLC | 185,777 | $18,760,000 | 11.90% |
| Mascoma Wealth Management LLC | 241,697 | $24,407,000 | 10.43% |
| IRONWOOD WEALTH MANAGEMENT, INC. | 128,778 | $13,004,000 | 9.33% |
| Petix & Botte Co | 93,854 | $9,477,000 | 6.61% |
| Elevation Capital Advisory, LLC | 95,991 | $9,694,000 | 5.44% |
| Advanced Asset Management Advisors Inc | 239,600 | $24,195,000 | 5.12% |