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 | $835,330 | +3.3% | 8,809 | +6.3% | 0.75% | +1.2% |
| Q2 2023 | $808,822 | +26.5% | 8,284 | +14.2% | 0.74% | +15.2% |
| Q1 2023 | $639,552 | +33.7% | 7,254 | +23.6% | 0.64% | +22.0% |
| Q4 2022 | $478,484 | +39.1% | 5,870 | +36.9% | 0.53% | +26.4% |
| Q3 2022 | $344,000 | +16.2% | 4,288 | +21.4% | 0.42% | +16.8% |
| Q2 2022 | $296,000 | -19.1% | 3,531 | +1.8% | 0.36% | -7.3% |
| Q1 2022 | $366,000 | +8.6% | 3,468 | +18.9% | 0.38% | +12.9% |
| Q4 2021 | $337,000 | – | 2,916 | – | 0.34% | – |
Download | ||||||
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% |