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 | $1,291 | -8.5% | 13,611 | -5.8% | 1.42% | -2.1% |
| Q2 2023 | $1,411 | +3.8% | 14,446 | -5.7% | 1.45% | -9.3% |
| Q1 2023 | $1,360 | -23.9% | 15,315 | -30.1% | 1.60% | -25.2% |
| Q4 2022 | $1,787 | -99.9% | 21,923 | -19.1% | 2.14% | -10.1% |
| Q3 2022 | $2,173,000 | -13.4% | 27,104 | -9.6% | 2.37% | -7.6% |
| Q2 2022 | $2,509,000 | -32.3% | 29,980 | -14.5% | 2.57% | -7.5% |
| Q1 2022 | $3,705,000 | -31.3% | 35,062 | -24.8% | 2.78% | -19.2% |
| Q4 2021 | $5,394,000 | – | 46,642 | – | 3.44% | – |
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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% |