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 | $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 ↓ |
|---|---|---|---|
| Vantage Financial Partners, LLC | 464,658 | $38,892,000 | 22.95% |
| Madison Wealth Partners, Inc | 326,892 | $27,361,000 | 17.38% |
| HILLTOP WEALTH ADVISORS, LLC | 210,626 | $17,629,000 | 17.17% |
| Tennessee Valley Asset Management Partners | 377,060 | $31,560,000 | 12.13% |
| Financial Council, LLC | 105,261 | $8,810,000 | 10.99% |
| Legacy Financial Group LLC | 408,231 | $34,169,000 | 10.78% |
| DOLIVER ADVISORS, LP | 352,235 | $29,482,000 | 10.47% |
| Veracity Capital LLC | 214,699 | $17,970,000 | 9.56% |
| ForthRight Wealth Management, LLC | 197,265 | $16,511,000 | 9.18% |
| Petix & Botte Co | 114,588 | $9,591,000 | 7.06% |