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 | $410 | -2.6% | 4,312 | 0.0% | 0.03% | 0.0% |
| Q2 2023 | $421 | +9.9% | 4,312 | 0.0% | 0.03% | +7.4% |
| Q1 2023 | $383 | +8.8% | 4,312 | 0.0% | 0.03% | +3.8% |
| Q4 2022 | $352 | -99.9% | 4,312 | 0.0% | 0.03% | -3.7% |
| Q3 2022 | $346,000 | -4.2% | 4,312 | 0.0% | 0.03% | -3.6% |
| Q2 2022 | $361,000 | -20.8% | 4,312 | 0.0% | 0.03% | -9.7% |
| Q1 2022 | $456,000 | -8.6% | 4,312 | 0.0% | 0.03% | -6.1% |
| Q4 2021 | $499,000 | +12.9% | 4,312 | 0.0% | 0.03% | 0.0% |
| Q3 2021 | $442,000 | +13.0% | 4,312 | 0.0% | 0.03% | +3.1% |
| Q2 2021 | $391,000 | 0.0% | 4,312 | 0.0% | 0.03% | 0.0% |
| Q1 2021 | $391,000 | +2.4% | 4,312 | 0.0% | 0.03% | -3.0% |
| Q4 2020 | $382,000 | +10.7% | 4,312 | 0.0% | 0.03% | +10.0% |
| Q3 2020 | $345,000 | +11.3% | 4,312 | 0.0% | 0.03% | 0.0% |
| Q2 2020 | $310,000 | +26.0% | 4,312 | 0.0% | 0.03% | +3.4% |
| Q1 2020 | $246,000 | -15.8% | 4,312 | 0.0% | 0.03% | +7.4% |
| Q4 2019 | $292,000 | +7.7% | 4,312 | 0.0% | 0.03% | -3.6% |
| Q3 2019 | $271,000 | +0.4% | 4,312 | 0.0% | 0.03% | 0.0% |
| Q2 2019 | $270,000 | +3.8% | 4,312 | 0.0% | 0.03% | -3.4% |
| Q1 2019 | $260,000 | +14.5% | 4,312 | 0.0% | 0.03% | 0.0% |
| Q4 2018 | $227,000 | -15.6% | 4,312 | 0.0% | 0.03% | 0.0% |
| Q3 2018 | $269,000 | +8.9% | 4,312 | 0.0% | 0.03% | +3.6% |
| Q2 2018 | $247,000 | +4.7% | 4,312 | 0.0% | 0.03% | +3.7% |
| Q1 2018 | $236,000 | +1.7% | 4,312 | 0.0% | 0.03% | 0.0% |
| Q4 2017 | $232,000 | +6.4% | 4,312 | 0.0% | 0.03% | 0.0% |
| Q3 2017 | $218,000 | +4.8% | 4,312 | 0.0% | 0.03% | +3.8% |
| Q2 2017 | $208,000 | – | 4,312 | – | 0.03% | – |
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% |