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 | $717,484 | -2.9% | 7,566 | 0.0% | 0.36% | +8.5% |
| Q2 2023 | $738,744 | +10.0% | 7,566 | 0.0% | 0.33% | +7.9% |
| Q1 2023 | $671,634 | +8.9% | 7,566 | 0.0% | 0.30% | +8.5% |
| Q4 2022 | $616,780 | +1.6% | 7,566 | 0.0% | 0.28% | -24.7% |
| Q3 2022 | $607,000 | -4.1% | 7,566 | 0.0% | 0.37% | +4.8% |
| Q2 2022 | $633,000 | -20.8% | 7,566 | 0.0% | 0.36% | -11.4% |
| Q1 2022 | $799,000 | -8.7% | 7,566 | 0.0% | 0.40% | -1.5% |
| Q4 2021 | $875,000 | +12.9% | 7,566 | 0.0% | 0.41% | +1.2% |
| Q3 2021 | $775,000 | +1.4% | 7,566 | 0.0% | 0.40% | +4.4% |
| Q2 2021 | $764,000 | +11.2% | 7,566 | 0.0% | 0.39% | -0.8% |
| Q1 2021 | $687,000 | -7.5% | 7,566 | -9.7% | 0.39% | -12.6% |
| Q4 2020 | $743,000 | +10.9% | 8,376 | 0.0% | 0.44% | -8.8% |
| Q3 2020 | $670,000 | +7.4% | 8,376 | -3.6% | 0.49% | -7.4% |
| Q2 2020 | $624,000 | +25.8% | 8,686 | 0.0% | 0.53% | +13.1% |
| Q1 2020 | $496,000 | -15.6% | 8,686 | 0.0% | 0.47% | +3.8% |
| Q4 2019 | $588,000 | – | 8,686 | – | 0.45% | – |
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% |