ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 468 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.29 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,274,308 | -4.3% | 23,983 | -1.4% | 0.02% | 0.0% |
| Q2 2023 | $2,375,874 | +15.5% | 24,333 | +5.1% | 0.02% | +8.7% |
| Q1 2023 | $2,056,180 | +13.7% | 23,163 | +4.5% | 0.02% | +9.5% |
| Q4 2022 | $1,807,788 | +4.9% | 22,176 | +3.2% | 0.02% | -8.7% |
| Q3 2022 | $1,723,000 | +10.2% | 21,494 | +15.1% | 0.02% | +15.0% |
| Q2 2022 | $1,563,000 | -21.6% | 18,679 | -1.0% | 0.02% | -9.1% |
| Q1 2022 | $1,993,000 | +4.5% | 18,861 | +14.4% | 0.02% | +10.0% |
| Q4 2021 | $1,907,000 | +27.2% | 16,491 | +12.7% | 0.02% | +17.6% |
| Q3 2021 | $1,499,000 | +4.3% | 14,634 | +2.8% | 0.02% | 0.0% |
| Q2 2021 | $1,437,000 | +26.6% | 14,231 | +13.9% | 0.02% | +13.3% |
| Q1 2021 | $1,135,000 | +4.4% | 12,497 | +2.0% | 0.02% | -11.8% |
| Q4 2020 | $1,087,000 | +30.6% | 12,254 | +17.8% | 0.02% | +21.4% |
| Q3 2020 | $832,000 | +15.6% | 10,403 | +3.9% | 0.01% | +7.7% |
| Q2 2020 | $720,000 | +25.9% | 10,013 | 0.0% | 0.01% | +18.2% |
| Q1 2020 | $572,000 | -15.5% | 10,013 | 0.0% | 0.01% | 0.0% |
| Q4 2019 | $677,000 | +3.4% | 10,013 | -3.8% | 0.01% | -8.3% |
| Q3 2019 | $655,000 | +3.6% | 10,413 | +3.3% | 0.01% | 0.0% |
| Q2 2019 | $632,000 | +4414.3% | 10,085 | +3217.4% | 0.01% | – |
| Q2 2017 | $14,000 | +27.3% | 304 | +21.6% | 0.00% | – |
| Q1 2017 | $11,000 | -31.2% | 250 | -37.5% | 0.00% | – |
| Q4 2016 | $16,000 | -23.8% | 400 | +29.0% | 0.00% | -100.0% |
| Q4 2013 | $21,000 | – | 310 | – | 0.00% | – |
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% |