ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 539 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.03 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $404 | -2.7% | 4,255 | 0.0% | 0.06% | 0.0% |
| Q2 2023 | $415 | -99.9% | 4,255 | 0.0% | 0.06% | +1.6% |
| Q1 2023 | $377,716 | +16.7% | 4,255 | +7.2% | 0.06% | +8.8% |
| Q4 2022 | $323,634 | +4.7% | 3,970 | +3.1% | 0.06% | -10.9% |
| Q3 2022 | $309,000 | -1.9% | 3,850 | +2.3% | 0.06% | 0.0% |
| Q2 2022 | $315,000 | -18.6% | 3,765 | +2.9% | 0.06% | -8.6% |
| Q1 2022 | $387,000 | -17.0% | 3,660 | -9.2% | 0.07% | -16.7% |
| Q4 2021 | $466,000 | +16.8% | 4,030 | +3.3% | 0.08% | +6.3% |
| Q3 2021 | $399,000 | -12.1% | 3,900 | -13.3% | 0.08% | -12.2% |
| Q2 2021 | $454,000 | +11.0% | 4,500 | 0.0% | 0.09% | +4.7% |
| Q1 2021 | $409,000 | +2.5% | 4,500 | 0.0% | 0.09% | -7.5% |
| Q4 2020 | $399,000 | +10.8% | 4,500 | 0.0% | 0.09% | -6.1% |
| Q3 2020 | $360,000 | +11.5% | 4,500 | 0.0% | 0.10% | +8.8% |
| Q2 2020 | $323,000 | +25.7% | 4,500 | 0.0% | 0.09% | +7.1% |
| Q1 2020 | $257,000 | -15.5% | 4,500 | 0.0% | 0.08% | +10.4% |
| Q4 2019 | $304,000 | +7.4% | 4,500 | 0.0% | 0.08% | 0.0% |
| Q3 2019 | $283,000 | -23.1% | 4,500 | -23.3% | 0.08% | -23.0% |
| Q2 2019 | $368,000 | +4.0% | 5,870 | 0.0% | 0.10% | +1.0% |
| Q1 2019 | $354,000 | +49.4% | 5,870 | +30.4% | 0.10% | +30.3% |
| Q4 2018 | $237,000 | -15.4% | 4,500 | 0.0% | 0.08% | 0.0% |
| Q3 2018 | $280,000 | +8.9% | 4,500 | 0.0% | 0.08% | +4.1% |
| Q2 2018 | $257,000 | +4.5% | 4,500 | 0.0% | 0.07% | +2.8% |
| Q1 2018 | $246,000 | +1.7% | 4,500 | 0.0% | 0.07% | +2.9% |
| Q4 2017 | $242,000 | +6.6% | 4,500 | 0.0% | 0.07% | +7.8% |
| Q3 2017 | $227,000 | +4.6% | 4,500 | 0.0% | 0.06% | +6.7% |
| Q2 2017 | $217,000 | +3.8% | 4,500 | 0.0% | 0.06% | +1.7% |
| Q1 2017 | $209,000 | – | 4,500 | – | 0.06% | – |
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% |