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 | $409,760 | -2.9% | 4,321 | 0.0% | 0.00% | 0.0% |
Q2 2023 | $421,900 | +10.0% | 4,321 | 0.0% | 0.00% | 0.0% |
Q1 2023 | $383,580 | +8.9% | 4,321 | 0.0% | 0.00% | 0.0% |
Q4 2022 | $352,248 | +1.8% | 4,321 | 0.0% | 0.00% | 0.0% |
Q3 2022 | $346,000 | -42.9% | 4,321 | -40.3% | 0.00% | -50.0% |
Q2 2022 | $606,000 | -30.8% | 7,243 | -12.6% | 0.00% | -20.0% |
Q1 2022 | $876,000 | -38.6% | 8,290 | -32.8% | 0.01% | -28.6% |
Q4 2021 | $1,426,000 | -16.4% | 12,333 | -27.0% | 0.01% | -30.0% |
Q2 2021 | $1,706,000 | +11.2% | 16,891 | 0.0% | 0.01% | 0.0% |
Q1 2021 | $1,534,000 | -56.6% | 16,891 | -57.7% | 0.01% | -58.3% |
Q4 2020 | $3,538,000 | +3.1% | 39,891 | -7.0% | 0.02% | -7.7% |
Q3 2020 | $3,430,000 | +11.3% | 42,891 | 0.0% | 0.03% | 0.0% |
Q2 2020 | $3,083,000 | +885.0% | 42,891 | +757.8% | 0.03% | +766.7% |
Q2 2019 | $313,000 | +3.6% | 5,000 | 0.0% | 0.00% | 0.0% |
Q1 2019 | $302,000 | -80.9% | 5,000 | -83.3% | 0.00% | -83.3% |
Q4 2018 | $1,581,000 | -57.0% | 30,000 | -49.3% | 0.02% | -50.0% |
Q3 2018 | $3,678,000 | +52.4% | 59,200 | +40.3% | 0.04% | +44.0% |
Q2 2018 | $2,414,000 | +29.2% | 42,200 | +23.4% | 0.02% | +25.0% |
Q1 2018 | $1,868,000 | +1.6% | 34,200 | 0.0% | 0.02% | -4.8% |
Q4 2017 | $1,839,000 | -37.4% | 34,200 | -41.2% | 0.02% | -44.7% |
Q3 2017 | $2,938,000 | – | 58,200 | – | 0.04% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Tanglewood Legacy Advisors, LLC | 286,911 | $23,388,965 | 16.62% |
Madison Wealth Partners, Inc | 346,875 | $28,277,231 | 16.50% |
HILLTOP WEALTH ADVISORS, LLC | 231,434 | $18,866,492 | 16.00% |
Tennessee Valley Asset Management Partners | 468,792 | $38,215,878 | 13.26% |
Legacy Financial Group LLC | 449,721 | $36,661,293 | 10.98% |
DDFG, Inc | 306,266 | $24,966,813 | 10.33% |
Veracity Capital LLC | 248,747 | $20,277,893 | 9.72% |
DOLIVER ADVISORS, LP | 348,597 | $28,417,627 | 9.34% |
ForthRight Wealth Management, LLC | 202,572 | $16,513,668 | 8.44% |
Spectrum Wealth Advisory Group, LLC | 71,620 | $5,838,462 | 8.13% |