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 | $39,449 | -2.9% | 416 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $40,618 | +10.0% | 416 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $36,928 | -0.5% | 416 | -8.6% | 0.00% | 0.0% |
| Q4 2022 | $37,119 | -92.4% | 455 | -92.5% | 0.00% | -93.5% |
| Q3 2022 | $486,000 | +4.7% | 6,064 | +9.4% | 0.03% | 0.0% |
| Q2 2022 | $464,000 | -22.0% | 5,543 | -1.6% | 0.03% | +3.3% |
| Q1 2022 | $595,000 | -7.9% | 5,635 | +0.9% | 0.03% | -6.2% |
| Q4 2021 | $646,000 | +12.9% | 5,586 | -0.0% | 0.03% | -3.0% |
| Q3 2021 | $572,000 | -15.9% | 5,587 | -17.1% | 0.03% | -15.4% |
| Q2 2021 | $680,000 | +1.5% | 6,741 | -8.7% | 0.04% | -4.9% |
| Q1 2021 | $670,000 | -20.0% | 7,386 | -21.8% | 0.04% | -28.1% |
| Q4 2020 | $838,000 | +11.0% | 9,450 | +0.1% | 0.06% | -1.7% |
| Q3 2020 | $755,000 | +11.4% | 9,445 | +0.1% | 0.06% | +3.6% |
| Q2 2020 | $678,000 | +25.1% | 9,432 | -0.8% | 0.06% | -13.8% |
| Q1 2020 | $542,000 | -15.6% | 9,504 | +0.0% | 0.06% | +38.3% |
| Q4 2019 | $642,000 | -1.2% | 9,503 | -8.1% | 0.05% | -9.6% |
| Q3 2019 | $650,000 | -2.1% | 10,344 | -2.5% | 0.05% | -3.7% |
| Q2 2019 | $664,000 | +0.8% | 10,606 | -3.0% | 0.05% | 0.0% |
| Q1 2019 | $659,000 | +14.4% | 10,935 | +0.0% | 0.05% | -5.3% |
| Q4 2018 | $576,000 | -30.7% | 10,934 | -18.3% | 0.06% | -16.2% |
| Q3 2018 | $831,000 | -0.4% | 13,384 | -8.2% | 0.07% | -5.6% |
| Q2 2018 | $834,000 | +67.8% | 14,573 | +60.1% | 0.07% | +60.0% |
| Q1 2018 | $497,000 | +44.1% | 9,100 | +42.0% | 0.04% | +36.4% |
| Q4 2017 | $345,000 | +28.7% | 6,410 | +20.7% | 0.03% | +10.0% |
| Q3 2017 | $268,000 | +7.2% | 5,310 | +2.4% | 0.03% | -9.1% |
| Q2 2017 | $250,000 | +14.2% | 5,185 | +9.7% | 0.03% | +13.8% |
| Q1 2017 | $219,000 | – | 4,725 | – | 0.03% | – |
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% |