ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 353 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,113 | +35.9% | 75,008 | +39.9% | 0.70% | +1.7% |
| Q2 2023 | $5,234 | +12.5% | 53,611 | +2.2% | 0.69% | -0.3% |
| Q1 2023 | $4,654 | +7.1% | 52,432 | -1.6% | 0.69% | -3.1% |
| Q4 2022 | $4,344 | -99.9% | 53,290 | +5.0% | 0.71% | -8.4% |
| Q3 2022 | $4,068,000 | -8.6% | 50,744 | -4.6% | 0.78% | -5.5% |
| Q2 2022 | $4,451,000 | -22.1% | 53,180 | -1.7% | 0.82% | -12.2% |
| Q1 2022 | $5,716,000 | -3.6% | 54,106 | +5.5% | 0.93% | -24.9% |
| Q4 2021 | $5,930,000 | +18.2% | 51,280 | +4.7% | 1.24% | +1.8% |
| Q3 2021 | $5,016,000 | +8.5% | 48,988 | +7.0% | 1.22% | +5.5% |
| Q2 2021 | $4,622,000 | +14.6% | 45,775 | +3.0% | 1.16% | +3.2% |
| Q1 2021 | $4,033,000 | +2.2% | 44,425 | -0.1% | 1.12% | -8.3% |
| Q4 2020 | $3,945,000 | +11.5% | 44,481 | +0.6% | 1.22% | -8.0% |
| Q3 2020 | $3,537,000 | +10.4% | 44,224 | -0.8% | 1.33% | -0.2% |
| Q2 2020 | $3,203,000 | +12.8% | 44,563 | -10.4% | 1.33% | +31.7% |
| Q1 2020 | $2,840,000 | +14.3% | 49,747 | +35.5% | 1.01% | +22.4% |
| Q4 2019 | $2,484,000 | +16.5% | 36,721 | +8.2% | 0.83% | +2.2% |
| Q3 2019 | $2,133,000 | +12.1% | 33,923 | +7.6% | 0.81% | +3.1% |
| Q1 2019 | $1,902,000 | – | 31,534 | – | 0.78% | – |
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% |