Mariner, LLC - ISHARES TR ownership

ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 545 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 7.60 and the average weighting 0.6%.

Quarter-by-quarter ownership
Mariner, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$4,740,231
-5.3%
49,985
-2.5%
0.01%0.0%
Q2 2023$5,006,867
+106157.8%
51,278
-3.4%
0.01%
-7.1%
Q1 2023$4,712
+27.6%
53,087
+17.2%
0.01%
+16.7%
Q4 2022$3,694
-99.8%
45,313
+108.9%
0.01%
+71.4%
Q3 2022$1,739,000
+7.9%
21,692
+12.7%
0.01%0.0%
Q2 2022$1,612,000
-38.8%
19,255
-22.8%
0.01%
-30.0%
Q1 2022$2,635,000
-8.3%
24,938
+0.3%
0.01%
-16.7%
Q4 2021$2,874,000
+26.6%
24,852
+12.1%
0.01%0.0%
Q3 2021$2,270,000
+15.6%
22,167
+14.0%
0.01%0.0%
Q2 2021$1,964,000
+11.9%
19,452
+0.7%
0.01%0.0%
Q1 2021$1,755,000
-27.2%
19,326
-28.9%
0.01%
-33.3%
Q4 2020$2,411,000
+297.9%
27,182
+156.2%
0.02%
+125.0%
Q1 2020$606,000
+46.0%
10,611
+60.3%
0.01%
+60.0%
Q2 2019$415,000
+6816.7%
6,620
+4992.3%
0.01%
Q3 2016$6,0001300.00%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
Vantage Financial Partners, LLC 464,658$38,892,00022.95%
Madison Wealth Partners, Inc 326,892$27,361,00017.38%
HILLTOP WEALTH ADVISORS, LLC 210,626$17,629,00017.17%
Tennessee Valley Asset Management Partners 377,060$31,560,00012.13%
Financial Council, LLC 105,261$8,810,00010.99%
Legacy Financial Group LLC 408,231$34,169,00010.78%
DOLIVER ADVISORS, LP 352,235$29,482,00010.47%
Veracity Capital LLC 214,699$17,970,0009.56%
ForthRight Wealth Management, LLC 197,265$16,511,0009.18%
Petix & Botte Co 114,588$9,591,0007.06%
View complete list of ISHARES TR shareholders