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 | $696,278 | -4.9% | 7,315 | -2.4% | 0.05% | -3.6% |
| Q2 2023 | $731,852 | +2.6% | 7,495 | -6.7% | 0.06% | +1.8% |
| Q1 2023 | $713,126 | +13.0% | 8,033 | +3.8% | 0.06% | +7.8% |
| Q4 2022 | $631,073 | -65.3% | 7,738 | -65.9% | 0.05% | -70.3% |
| Q3 2022 | $1,817,000 | -4.8% | 22,667 | -0.6% | 0.17% | +6.8% |
| Q2 2022 | $1,908,000 | -10.6% | 22,794 | +12.9% | 0.16% | +2.5% |
| Q1 2022 | $2,134,000 | -44.1% | 20,193 | -38.9% | 0.16% | -27.6% |
| Q4 2021 | $3,820,000 | +14.8% | 33,034 | +1.7% | 0.22% | +6.9% |
| Q3 2021 | $3,328,000 | +3.4% | 32,493 | +1.9% | 0.20% | +0.5% |
| Q2 2021 | $3,219,000 | +12.6% | 31,880 | +1.3% | 0.20% | +0.5% |
| Q1 2021 | $2,858,000 | +5.3% | 31,479 | +2.9% | 0.20% | -1.5% |
| Q4 2020 | $2,714,000 | -4.5% | 30,601 | -13.8% | 0.20% | -17.4% |
| Q3 2020 | $2,841,000 | -4.4% | 35,516 | -14.1% | 0.25% | -14.2% |
| Q2 2020 | $2,971,000 | +28.9% | 41,334 | +2.4% | 0.29% | +13.4% |
| Q1 2020 | $2,305,000 | -14.0% | 40,380 | +2.0% | 0.25% | -4.2% |
| Q4 2019 | $2,679,000 | +147.1% | 39,604 | +129.7% | 0.26% | -1.9% |
| Q3 2019 | $1,084,000 | -43.8% | 17,245 | -43.9% | 0.27% | +38.5% |
| Q2 2019 | $1,928,000 | +8.3% | 30,754 | +4.2% | 0.20% | +6.0% |
| Q1 2019 | $1,780,000 | +26.4% | 29,524 | +10.5% | 0.18% | +9.5% |
| Q4 2018 | $1,408,000 | +104.4% | 26,719 | +141.7% | 0.17% | -13.4% |
| Q3 2018 | $689,000 | – | 11,056 | – | 0.19% | – |
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 Asset Management Inc | 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% |