ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 535 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.03 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $385,000 | -4.2% | 4,801 | 0.0% | 0.04% | +2.8% |
| Q2 2022 | $402,000 | -20.7% | 4,801 | 0.0% | 0.04% | -7.7% |
| Q1 2022 | $507,000 | -8.6% | 4,801 | 0.0% | 0.04% | -2.5% |
| Q4 2021 | $555,000 | +8.6% | 4,801 | -3.8% | 0.04% | +2.6% |
| Q3 2021 | $511,000 | +1.4% | 4,990 | 0.0% | 0.04% | +2.6% |
| Q2 2021 | $504,000 | +11.3% | 4,990 | 0.0% | 0.04% | 0.0% |
| Q1 2021 | $453,000 | +2.3% | 4,990 | 0.0% | 0.04% | -2.6% |
| Q4 2020 | $443,000 | +11.0% | 4,990 | 0.0% | 0.04% | +2.6% |
| Q3 2020 | $399,000 | +11.1% | 4,990 | 0.0% | 0.04% | +2.7% |
| Q2 2020 | $359,000 | +26.0% | 4,990 | +0.0% | 0.04% | +2.8% |
| Q1 2020 | $285,000 | -22.6% | 4,988 | -8.2% | 0.04% | 0.0% |
| Q4 2019 | $368,000 | -1.9% | 5,434 | -9.0% | 0.04% | -2.7% |
| Q3 2019 | $375,000 | +10.3% | 5,970 | +10.1% | 0.04% | +5.7% |
| Q2 2019 | $340,000 | +27.3% | 5,424 | +22.7% | 0.04% | +20.7% |
| Q1 2019 | $267,000 | +12.7% | 4,420 | -1.7% | 0.03% | -25.6% |
| Q4 2018 | $237,000 | – | 4,497 | – | 0.04% | – |
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% |