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 | $458,124 | -3.2% | 4,831 | -0.3% | 0.01% | 0.0% |
| Q2 2023 | $473,163 | +52.2% | 4,846 | +38.3% | 0.01% | +40.0% |
| Q1 2023 | $310,961 | +7857.0% | 3,503 | -92.7% | 0.01% | -91.8% |
| Q4 2022 | $3,908 | -100.0% | 47,944 | -89.7% | 0.06% | -90.3% |
| Q3 2022 | $37,230,000 | +1267.2% | 464,325 | +1327.5% | 0.63% | +1360.5% |
| Q2 2022 | $2,723,000 | -87.2% | 32,527 | -83.8% | 0.04% | -85.9% |
| Q1 2022 | $21,234,000 | -0.8% | 200,968 | +8.6% | 0.30% | +8.2% |
| Q4 2021 | $21,399,000 | +568.1% | 185,051 | +491.6% | 0.28% | +538.6% |
| Q3 2021 | $3,203,000 | – | 31,281 | – | 0.04% | – |
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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% |