ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 555 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.44 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $344,423 | +26.2% | 3,632 | +18.1% | 0.00% | -20.0% |
| Q1 2023 | $272,968 | -15.0% | 3,075 | -23.3% | 0.01% | -50.0% |
| Q3 2022 | $321,000 | +23.9% | 4,008 | +79.0% | 0.01% | -9.1% |
| Q4 2021 | $259,000 | -75.8% | 2,239 | -78.6% | 0.01% | -64.5% |
| Q3 2021 | $1,069,000 | +139.1% | 10,439 | +46.9% | 0.03% | +675.0% |
| Q3 2019 | $447,000 | -96.8% | 7,108 | -97.3% | 0.00% | -98.9% |
| Q4 2017 | $13,978,000 | +124.4% | 259,951 | +110.7% | 0.38% | -34.1% |
| Q3 2017 | $6,229,000 | – | 123,390 | – | 0.57% | – |
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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% |