ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 287 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $3,890,875 | -18.2% | 41,030 | -15.8% | 0.88% | -14.5% |
Q2 2023 | $4,757,412 | +13.2% | 48,724 | +2.9% | 1.03% | +8.5% |
Q1 2023 | $4,204,325 | +12.6% | 47,362 | +3.4% | 0.95% | +13.9% |
Q4 2022 | $3,735,083 | +20.4% | 45,818 | +18.5% | 0.83% | +5.7% |
Q3 2022 | $3,101,000 | +38.6% | 38,681 | +44.6% | 0.79% | +42.4% |
Q2 2022 | $2,238,000 | -14.2% | 26,742 | +8.3% | 0.55% | -1.4% |
Q1 2022 | $2,609,000 | -15.2% | 24,697 | -7.2% | 0.56% | -13.0% |
Q4 2021 | $3,077,000 | +22.3% | 26,612 | +8.4% | 0.65% | +9.7% |
Q3 2021 | $2,515,000 | +2.5% | 24,558 | +1.0% | 0.59% | +1.7% |
Q2 2021 | $2,454,000 | +12.1% | 24,304 | +0.8% | 0.58% | +9.2% |
Q1 2021 | $2,189,000 | +10.8% | 24,110 | +8.3% | 0.53% | -2.0% |
Q4 2020 | $1,975,000 | +4.7% | 22,263 | -5.6% | 0.54% | -13.6% |
Q3 2020 | $1,887,000 | +72.0% | 23,593 | +54.5% | 0.63% | +36.7% |
Q2 2020 | $1,097,000 | +20.9% | 15,268 | -3.9% | 0.46% | +37.5% |
Q1 2020 | $907,000 | +106.1% | 15,887 | +144.0% | 0.33% | +265.9% |
Q4 2019 | $440,000 | +26.1% | 6,511 | +17.3% | 0.09% | -15.7% |
Q3 2019 | $349,000 | +2.6% | 5,550 | +2.4% | 0.11% | +16.1% |
Q2 2019 | $340,000 | – | 5,419 | – | 0.09% | – |
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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% |