ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 502 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $259,644 | -2.9% | 2,738 | 0.0% | 0.01% | 0.0% |
Q2 2023 | $267,339 | +12.0% | 2,738 | +1.8% | 0.01% | 0.0% |
Q1 2023 | $238,702 | +106463.4% | 2,689 | -2.5% | 0.01% | +16.7% |
Q4 2022 | $224 | -99.9% | 2,757 | -3.3% | 0.01% | -14.3% |
Q3 2022 | $229,000 | -4.2% | 2,850 | 0.0% | 0.01% | 0.0% |
Q2 2022 | $239,000 | -22.7% | 2,850 | -2.5% | 0.01% | -12.5% |
Q1 2022 | $309,000 | -4.0% | 2,924 | +5.0% | 0.01% | 0.0% |
Q4 2021 | $322,000 | +15.0% | 2,785 | +1.9% | 0.01% | +14.3% |
Q3 2021 | $280,000 | +1.4% | 2,732 | 0.0% | 0.01% | 0.0% |
Q2 2021 | $276,000 | +5.7% | 2,732 | -5.1% | 0.01% | 0.0% |
Q1 2021 | $261,000 | +7.4% | 2,880 | +4.9% | 0.01% | -12.5% |
Q4 2020 | $243,000 | +14.1% | 2,745 | +3.1% | 0.01% | 0.0% |
Q3 2020 | $213,000 | +4.4% | 2,663 | -6.6% | 0.01% | -11.1% |
Q2 2020 | $204,000 | +54.5% | 2,851 | +23.3% | 0.01% | +50.0% |
Q1 2020 | $132,000 | -8.3% | 2,312 | +8.6% | 0.01% | +20.0% |
Q4 2019 | $144,000 | +19.0% | 2,129 | +9.2% | 0.01% | 0.0% |
Q3 2018 | $121,000 | – | 1,949 | – | 0.01% | – |
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% |