ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 510 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,781,220 | +1.9% | 21,817 | -6.3% | 1.90% | -0.1% |
| Q1 2024 | $2,730,087 | +10.3% | 23,292 | -2.1% | 1.90% | +7.4% |
| Q4 2023 | $2,475,500 | +106556.6% | 23,780 | -2.8% | 1.77% | -0.6% |
| Q3 2023 | $2,321 | -2.8% | 24,477 | +0.1% | 1.78% | +2.3% |
| Q2 2023 | $2,387 | +13.8% | 24,451 | +3.5% | 1.74% | +11.4% |
| Q1 2023 | $2,097 | +13.0% | 23,624 | +3.8% | 1.56% | +10.0% |
| Q4 2022 | $1,856 | -99.9% | 22,768 | -2.3% | 1.42% | -6.2% |
| Q3 2022 | $1,869,000 | -8.5% | 23,315 | -4.4% | 1.51% | -3.5% |
| Q2 2022 | $2,042,000 | -23.1% | 24,392 | -3.0% | 1.56% | -16.1% |
| Q1 2022 | $2,656,000 | -10.4% | 25,141 | -1.9% | 1.86% | -5.5% |
| Q4 2021 | $2,964,000 | +12.7% | 25,629 | -0.2% | 1.97% | +3.1% |
| Q3 2021 | $2,630,000 | +3.7% | 25,678 | +2.3% | 1.91% | +3.3% |
| Q2 2021 | $2,536,000 | +6.6% | 25,111 | -4.2% | 1.85% | -1.1% |
| Q1 2021 | $2,380,000 | -2.7% | 26,219 | -4.9% | 1.87% | -5.5% |
| Q4 2020 | $2,445,000 | +6.2% | 27,564 | -4.3% | 1.98% | -2.4% |
| Q3 2020 | $2,303,000 | +6.1% | 28,789 | -4.6% | 2.03% | +0.2% |
| Q2 2020 | $2,170,000 | +4.1% | 30,187 | -2.1% | 2.02% | +5.0% |
| Q4 2019 | $2,085,000 | +4.5% | 30,832 | -2.8% | 1.93% | +0.7% |
| Q3 2019 | $1,995,000 | -4.2% | 31,731 | -4.5% | 1.91% | -9.5% |
| Q2 2019 | $2,083,000 | +6.1% | 33,239 | +2.1% | 2.11% | -9.4% |
| Q1 2019 | $1,964,000 | +19.2% | 32,567 | +4.2% | 2.33% | +14.6% |
| Q4 2018 | $1,647,000 | -15.8% | 31,262 | -0.6% | 2.04% | +12.1% |
| Q3 2018 | $1,955,000 | +10.7% | 31,466 | +1.9% | 1.82% | +6.5% |
| Q2 2018 | $1,766,000 | +6.7% | 30,868 | +1.9% | 1.71% | +5.2% |
| Q1 2018 | $1,655,000 | – | 30,303 | – | 1.62% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| DOLIVER ADVISORS, LP | 605,472 | $71,549,000 | 23.74% |
| Tennessee Valley Asset Management Partners | 329,871 | $33,000 | 15.64% |
| Madison Wealth Partners, Inc | 262,585 | $26,516,000 | 15.18% |
| Legacy Financial Group LLC | 453,289 | $45,773,000 | 13.82% |
| ForthRight Wealth Management, LLC | 185,777 | $18,760,000 | 11.90% |
| Mascoma Wealth Management LLC | 241,697 | $24,407,000 | 10.43% |
| IRONWOOD WEALTH MANAGEMENT, INC. | 128,778 | $13,004,000 | 9.33% |
| Petix & Botte Co | 93,854 | $9,477,000 | 6.61% |
| Elevation Capital Advisory, LLC | 95,991 | $9,694,000 | 5.44% |
| Advanced Asset Management Advisors Inc | 239,600 | $24,195,000 | 5.12% |