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 | $1,827,712 | -11.4% | 19,273 | -8.8% | 0.51% | -0.6% |
| Q2 2023 | $2,063,505 | +110.6% | 21,134 | +91.5% | 0.52% | +120.9% |
| Q1 2023 | $979,810 | -51.5% | 11,038 | -55.4% | 0.23% | -50.6% |
| Q4 2022 | $2,019,635 | -19.7% | 24,770 | -21.0% | 0.47% | -11.2% |
| Q3 2022 | $2,514,000 | -21.2% | 31,355 | -5.1% | 0.53% | -10.4% |
| Q2 2022 | $3,189,000 | -0.3% | 33,050 | -5.7% | 0.60% | -2.0% |
| Q1 2022 | $3,200,000 | – | 35,039 | – | 0.61% | – |
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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% |