ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 545 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 7.60 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $525,000 | -22.8% | 4,970 | -15.5% | 0.03% | -17.9% |
| Q4 2021 | $680,000 | -9.3% | 5,883 | -19.7% | 0.04% | -13.3% |
| Q3 2021 | $750,000 | +14.9% | 7,322 | +13.2% | 0.04% | +15.4% |
| Q2 2021 | $653,000 | +2.8% | 6,467 | -7.5% | 0.04% | -7.1% |
| Q1 2021 | $635,000 | +37.7% | 6,993 | +34.7% | 0.04% | +23.5% |
| Q4 2020 | $461,000 | -10.0% | 5,191 | -18.9% | 0.03% | -26.1% |
| Q3 2020 | $512,000 | -17.8% | 6,400 | -26.2% | 0.05% | -23.3% |
| Q2 2020 | $623,000 | +42.9% | 8,668 | +13.4% | 0.06% | +1.7% |
| Q1 2020 | $436,000 | – | 7,643 | – | 0.06% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Vantage Financial Partners, LLC | 464,658 | $38,892,000 | 22.95% |
| Madison Wealth Partners, Inc | 326,892 | $27,361,000 | 17.38% |
| HILLTOP WEALTH ADVISORS, LLC | 210,626 | $17,629,000 | 17.17% |
| Tennessee Valley Asset Management Partners | 377,060 | $31,560,000 | 12.13% |
| Financial Council, LLC | 105,261 | $8,810,000 | 10.99% |
| Legacy Financial Group LLC | 408,231 | $34,169,000 | 10.78% |
| DOLIVER ADVISORS, LP | 352,235 | $29,482,000 | 10.47% |
| Veracity Capital LLC | 214,699 | $17,970,000 | 9.56% |
| ForthRight Wealth Management, LLC | 197,265 | $16,511,000 | 9.18% |
| Petix & Botte Co | 114,588 | $9,591,000 | 7.06% |