ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 555 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.44 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $758,640 | -2.9% | 8,000 | 0.0% | 0.01% | -7.1% |
| Q2 2023 | $781,120 | +10.0% | 8,000 | 0.0% | 0.01% | +7.7% |
| Q1 2023 | $710,160 | +8.9% | 8,000 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $652,160 | +1.7% | 8,000 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $641,000 | -39.9% | 8,000 | -37.2% | 0.01% | -40.9% |
| Q2 2022 | $1,066,000 | +16.4% | 12,738 | +46.9% | 0.02% | +46.7% |
| Q1 2022 | $916,000 | -8.7% | 8,670 | 0.0% | 0.02% | -6.2% |
| Q4 2021 | $1,003,000 | +13.0% | 8,670 | 0.0% | 0.02% | 0.0% |
| Q3 2021 | $888,000 | +1.5% | 8,670 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $875,000 | +11.2% | 8,670 | 0.0% | 0.02% | +6.7% |
| Q1 2021 | $787,000 | +2.3% | 8,670 | 0.0% | 0.02% | -6.2% |
| Q4 2020 | $769,000 | +11.0% | 8,670 | 0.0% | 0.02% | 0.0% |
| Q3 2020 | $693,000 | +11.2% | 8,670 | 0.0% | 0.02% | -5.9% |
| Q2 2020 | $623,000 | +25.9% | 8,670 | 0.0% | 0.02% | +6.2% |
| Q1 2020 | $495,000 | -15.5% | 8,670 | 0.0% | 0.02% | +6.7% |
| Q4 2019 | $586,000 | +7.5% | 8,670 | 0.0% | 0.02% | -6.2% |
| Q3 2019 | $545,000 | +0.4% | 8,670 | 0.0% | 0.02% | 0.0% |
| Q2 2019 | $543,000 | +3.8% | 8,670 | 0.0% | 0.02% | 0.0% |
| Q1 2019 | $523,000 | +14.4% | 8,670 | 0.0% | 0.02% | 0.0% |
| Q4 2018 | $457,000 | -15.1% | 8,670 | 0.0% | 0.02% | -5.9% |
| Q3 2018 | $538,000 | +8.5% | 8,670 | 0.0% | 0.02% | +6.2% |
| Q2 2018 | $496,000 | +4.9% | 8,670 | 0.0% | 0.02% | 0.0% |
| Q1 2018 | $473,000 | +1.5% | 8,670 | 0.0% | 0.02% | 0.0% |
| Q4 2017 | $466,000 | +6.4% | 8,670 | 0.0% | 0.02% | 0.0% |
| Q3 2017 | $438,000 | +4.8% | 8,670 | 0.0% | 0.02% | 0.0% |
| Q2 2017 | $418,000 | -28.9% | 8,670 | -31.6% | 0.02% | -33.3% |
| Q1 2017 | $588,000 | +8.1% | 12,670 | 0.0% | 0.02% | +4.3% |
| Q4 2016 | $544,000 | +0.9% | 12,670 | 0.0% | 0.02% | 0.0% |
| Q3 2016 | $539,000 | +4.3% | 12,670 | +100.0% | 0.02% | 0.0% |
| Q2 2016 | $517,000 | +0.6% | 6,335 | 0.0% | 0.02% | 0.0% |
| Q1 2016 | $514,000 | 0.0% | 6,335 | 0.0% | 0.02% | 0.0% |
| Q4 2015 | $514,000 | +6.9% | 6,335 | 0.0% | 0.02% | 0.0% |
| Q3 2015 | $481,000 | -6.6% | 6,335 | 0.0% | 0.02% | 0.0% |
| Q2 2015 | $515,000 | -20.2% | 6,335 | -20.2% | 0.02% | -23.3% |
| Q1 2015 | $645,000 | +3.7% | 7,935 | 0.0% | 0.03% | 0.0% |
| Q4 2014 | $622,000 | +4.9% | 7,935 | 0.0% | 0.03% | +3.4% |
| Q3 2014 | $593,000 | +0.5% | 7,935 | 0.0% | 0.03% | 0.0% |
| Q2 2014 | $590,000 | +4.6% | 7,935 | 0.0% | 0.03% | 0.0% |
| Q1 2014 | $564,000 | +0.7% | 7,935 | 0.0% | 0.03% | 0.0% |
| Q4 2013 | $560,000 | -2.4% | 7,935 | -11.2% | 0.03% | -6.5% |
| Q3 2013 | $574,000 | +7.9% | 8,935 | 0.0% | 0.03% | +3.3% |
| Q2 2013 | $532,000 | – | 8,935 | – | 0.03% | – |
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% |