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 | $3,501,124 | +141.2% | 36,920 | +148.4% | 0.55% | +133.5% |
| Q2 2023 | $1,451,321 | +134.5% | 14,864 | +113.2% | 0.24% | +116.5% |
| Q1 2023 | $618,816 | -29.0% | 6,971 | -34.8% | 0.11% | -34.3% |
| Q4 2022 | $871,693 | -93.8% | 10,693 | -93.9% | 0.17% | -94.7% |
| Q3 2022 | $13,995,000 | +32.4% | 174,544 | +38.3% | 3.12% | +31.6% |
| Q2 2022 | $10,567,000 | +472.7% | 126,245 | +580.9% | 2.37% | +483.3% |
| Q1 2022 | $1,845,000 | +183.0% | 18,541 | +228.9% | 0.41% | +178.1% |
| Q4 2021 | $652,000 | – | 5,637 | – | 0.15% | – |
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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% |