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 | $6,804,199 | -3.8% | 71,752 | -1.0% | 1.06% | -4.1% |
| Q2 2023 | $7,076,252 | +12.6% | 72,473 | +2.4% | 1.11% | +3.3% |
| Q1 2023 | $6,283,598 | +14.9% | 70,785 | +5.5% | 1.07% | +7.2% |
| Q4 2022 | $5,469,885 | +19.1% | 67,098 | +17.1% | 1.00% | +5.2% |
| Q3 2022 | $4,593,000 | +1.2% | 57,277 | +5.6% | 0.95% | -1.9% |
| Q2 2022 | $4,539,000 | -6.5% | 54,225 | +18.0% | 0.97% | +7.5% |
| Q1 2022 | $4,857,000 | +34.9% | 45,967 | +47.7% | 0.90% | +18.4% |
| Q4 2021 | $3,600,000 | – | 31,127 | – | 0.76% | – |
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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% |