ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 425 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $290,654 | -1.0% | 3,065 | +1.9% | 0.02% | +6.2% |
| Q2 2023 | $293,604 | +10.0% | 3,007 | 0.0% | 0.02% | +14.3% |
| Q1 2023 | $266,932 | +6.0% | 3,007 | -2.7% | 0.01% | +7.7% |
| Q4 2022 | $251,815 | -25.7% | 3,089 | -27.0% | 0.01% | -38.1% |
| Q3 2022 | $339,000 | -4.2% | 4,233 | 0.0% | 0.02% | +5.0% |
| Q2 2022 | $354,000 | -22.0% | 4,233 | -1.4% | 0.02% | -9.1% |
| Q1 2022 | $454,000 | -8.7% | 4,295 | -0.0% | 0.02% | -8.3% |
| Q4 2021 | $497,000 | -10.5% | 4,296 | -20.8% | 0.02% | -17.2% |
| Q3 2021 | $555,000 | +1.3% | 5,424 | 0.0% | 0.03% | +3.6% |
| Q2 2021 | $548,000 | -10.6% | 5,424 | -19.7% | 0.03% | -15.2% |
| Q1 2021 | $613,000 | -0.2% | 6,751 | -2.5% | 0.03% | -10.8% |
| Q4 2020 | $614,000 | +10.8% | 6,922 | 0.0% | 0.04% | -2.6% |
| Q3 2020 | $554,000 | -4.0% | 6,922 | -13.7% | 0.04% | -9.5% |
| Q2 2020 | $577,000 | -80.4% | 8,021 | -84.5% | 0.04% | -83.8% |
| Q1 2020 | $2,946,000 | -21.8% | 51,602 | -7.3% | 0.26% | +5.7% |
| Q4 2019 | $3,767,000 | +1545.0% | 55,695 | +1432.2% | 0.25% | +1266.7% |
| Q3 2019 | $229,000 | – | 3,635 | – | 0.02% | – |
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% |