ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 492 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $16,796,371 | +39.2% | 177,121 | +43.4% | 1.98% | +46.8% |
| Q2 2023 | $12,062,823 | +16.1% | 123,544 | +5.6% | 1.35% | +9.1% |
| Q1 2023 | $10,385,602 | +23.7% | 116,994 | +13.6% | 1.24% | +17.5% |
| Q4 2022 | $8,394,103 | +0.8% | 102,970 | -0.9% | 1.05% | -4.8% |
| Q3 2022 | $8,328,000 | +0.8% | 103,870 | +5.3% | 1.11% | +5.6% |
| Q2 2022 | $8,258,000 | -15.4% | 98,662 | +6.8% | 1.05% | -7.3% |
| Q1 2022 | $9,764,000 | -4.0% | 92,405 | +5.0% | 1.13% | -5.4% |
| Q4 2021 | $10,174,000 | +17.9% | 87,977 | +4.4% | 1.19% | +10.3% |
| Q3 2021 | $8,629,000 | -0.3% | 84,260 | -1.7% | 1.08% | -0.9% |
| Q2 2021 | $8,658,000 | +4.8% | 85,738 | -5.8% | 1.09% | -2.7% |
| Q1 2021 | $8,262,000 | +23.1% | 91,004 | +20.3% | 1.12% | +10.0% |
| Q4 2020 | $6,710,000 | +79.9% | 75,654 | +62.2% | 1.02% | +59.4% |
| Q3 2020 | $3,730,000 | +80.8% | 46,641 | +62.5% | 0.64% | +68.0% |
| Q2 2020 | $2,063,000 | +103.9% | 28,698 | +61.9% | 0.38% | +74.8% |
| Q1 2020 | $1,012,000 | -29.1% | 17,723 | -16.0% | 0.22% | -7.6% |
| Q4 2019 | $1,428,000 | +8.9% | 21,106 | +1.2% | 0.24% | +2.6% |
| Q3 2019 | $1,311,000 | +0.4% | 20,856 | +0.1% | 0.23% | +1.8% |
| Q2 2019 | $1,306,000 | +7.0% | 20,841 | +2.9% | 0.23% | +7.1% |
| Q1 2019 | $1,221,000 | +18.7% | 20,251 | +3.7% | 0.21% | -3.2% |
| Q4 2018 | $1,029,000 | +1559.7% | 19,520 | +1869.7% | 0.22% | +2080.0% |
| Q3 2018 | $62,000 | +520.0% | 991 | +450.6% | 0.01% | +400.0% |
| Q2 2018 | $10,000 | +42.9% | 180 | +111.8% | 0.00% | 0.0% |
| Q4 2014 | $7,000 | +16.7% | 85 | 0.0% | 0.00% | +100.0% |
| Q3 2014 | $6,000 | 0.0% | 85 | 0.0% | 0.00% | 0.0% |
| Q2 2014 | $6,000 | – | 85 | – | 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% |