ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 451 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.60 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $404,782 | +863.8% | 4,965 | +845.7% | 0.02% | +800.0% |
| Q3 2022 | $42,000 | -4.5% | 525 | 0.0% | 0.00% | -50.0% |
| Q2 2022 | $44,000 | -90.5% | 525 | -88.1% | 0.00% | -84.6% |
| Q1 2022 | $465,000 | +701.7% | 4,401 | +780.2% | 0.03% | +420.0% |
| Q4 2021 | $58,000 | +28.9% | 500 | 0.0% | 0.01% | +25.0% |
| Q1 2021 | $45,000 | +2.3% | 500 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $44,000 | – | 500 | – | 0.00% | – |
Download | ||||||
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% |