ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 8 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $427 | -23.3% | 4,500 | -21.1% | 0.00% | 0.0% |
| Q2 2023 | $557 | +161.5% | 5,700 | +137.5% | 0.00% | – |
| Q1 2023 | $213 | -99.9% | 2,400 | -48.9% | 0.00% | – |
| Q2 2022 | $393,000 | -79.8% | 4,700 | -72.0% | 0.00% | -100.0% |
| Q4 2021 | $1,943,000 | +42.7% | 16,800 | +26.3% | 0.00% | 0.0% |
| Q3 2021 | $1,362,000 | +56.7% | 13,300 | +35.7% | 0.00% | +100.0% |
| Q4 2020 | $869,000 | -25.6% | 9,800 | -32.9% | 0.00% | 0.0% |
| Q3 2020 | $1,168,000 | +46.2% | 14,600 | +4.3% | 0.00% | 0.0% |
| Q1 2020 | $799,000 | -15.0% | 14,000 | +0.7% | 0.00% | 0.0% |
| Q4 2019 | $940,000 | +62.9% | 13,900 | +51.1% | 0.00% | 0.0% |
| Q2 2019 | $577,000 | +82.6% | 9,200 | +53.3% | 0.00% | – |
| Q4 2018 | $316,000 | -54.8% | 6,000 | -52.0% | 0.00% | – |
| Q2 2018 | $699,000 | +103.2% | 12,500 | +98.4% | 0.00% | – |
| Q1 2018 | $344,000 | – | 6,300 | – | 0.00% | – |
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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% |