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 | $33,313 | -2.5% | 350 | 0.0% | 0.02% | 0.0% |
Q2 2023 | $34,174 | -3.8% | 350 | -12.5% | 0.02% | 0.0% |
Q1 2023 | $35,508 | +8.9% | 400 | 0.0% | 0.02% | +19.0% |
Q4 2022 | $32,620 | +1.9% | 400 | 0.0% | 0.02% | -4.5% |
Q3 2022 | $32,000 | -3.0% | 400 | 0.0% | 0.02% | +15.8% |
Q2 2022 | $33,000 | -10.8% | 400 | +14.3% | 0.02% | +5.6% |
Q1 2022 | $37,000 | -7.5% | 350 | 0.0% | 0.02% | -5.3% |
Q4 2021 | $40,000 | +11.1% | 350 | 0.0% | 0.02% | 0.0% |
Q3 2021 | $36,000 | +2.9% | 350 | 0.0% | 0.02% | 0.0% |
Q2 2021 | $35,000 | +9.4% | 350 | 0.0% | 0.02% | 0.0% |
Q1 2021 | $32,000 | -22.0% | 350 | -24.4% | 0.02% | -34.5% |
Q4 2020 | $41,000 | +10.8% | 463 | 0.0% | 0.03% | -23.7% |
Q3 2020 | $37,000 | +12.1% | 463 | 0.0% | 0.04% | +5.6% |
Q2 2020 | $33,000 | +26.9% | 463 | 0.0% | 0.04% | -2.7% |
Q1 2020 | $26,000 | -16.1% | 463 | 0.0% | 0.04% | +12.1% |
Q4 2019 | $31,000 | – | 463 | – | 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% |