ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 8 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $22,827,288 | -1.5% | 240,718 | +1.4% | 0.33% | -1.8% |
| Q2 2023 | $23,176,417 | +44.5% | 237,366 | +31.4% | 0.33% | +30.1% |
| Q1 2023 | $16,033,549 | +17.3% | 180,619 | +7.7% | 0.26% | +7.6% |
| Q4 2022 | $13,669,682 | +6.3% | 167,685 | +4.6% | 0.24% | -5.2% |
| Q3 2022 | $12,855,000 | +1.0% | 160,327 | +5.4% | 0.25% | +3.3% |
| Q2 2022 | $12,734,000 | -15.5% | 152,140 | +6.7% | 0.24% | -1.6% |
| Q1 2022 | $15,070,000 | -5.0% | 142,617 | +4.0% | 0.25% | -1.2% |
| Q4 2021 | $15,855,000 | +18.0% | 137,103 | +4.5% | 0.25% | +9.2% |
| Q3 2021 | $13,441,000 | +26.3% | 131,247 | +24.6% | 0.23% | +25.1% |
| Q2 2021 | $10,638,000 | +22.3% | 105,348 | +9.9% | 0.18% | -0.5% |
| Q1 2021 | $8,700,000 | -0.3% | 95,820 | -2.6% | 0.18% | -7.5% |
| Q4 2020 | $8,722,000 | +11.6% | 98,341 | +0.6% | 0.20% | -1.5% |
| Q3 2020 | $7,817,000 | +12.1% | 97,740 | +0.7% | 0.20% | +0.5% |
| Q2 2020 | $6,975,000 | +32.2% | 97,030 | +5.0% | 0.20% | +5.8% |
| Q1 2020 | $5,278,000 | -3.9% | 92,452 | +13.8% | 0.19% | +18.0% |
| Q4 2019 | $5,494,000 | – | 81,225 | – | 0.16% | – |
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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% |