ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 346 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is 0.56 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $27,736,669 | -8.9% | 292,488 | -6.3% | 1.54% | -5.0% |
| Q2 2023 | $30,462,563 | +9.1% | 311,989 | -0.8% | 1.62% | +2.4% |
| Q1 2023 | $27,913,285 | +10.3% | 314,445 | +1.3% | 1.58% | +5.3% |
| Q4 2022 | $25,310,815 | +2.0% | 310,486 | +0.3% | 1.50% | -4.4% |
| Q3 2022 | $24,809,000 | -0.2% | 309,419 | +4.2% | 1.57% | +5.5% |
| Q2 2022 | $24,852,000 | -19.0% | 296,921 | +2.2% | 1.49% | -4.3% |
| Q1 2022 | $30,685,000 | -9.2% | 290,412 | -0.6% | 1.56% | -3.3% |
| Q4 2021 | $33,799,000 | +14.7% | 292,279 | +1.6% | 1.61% | +3.4% |
| Q3 2021 | $29,455,000 | -7.6% | 287,620 | -8.8% | 1.56% | -7.6% |
| Q2 2021 | $31,862,000 | +13.6% | 315,521 | +2.2% | 1.69% | +4.5% |
| Q1 2021 | $28,041,000 | -6.3% | 308,856 | -8.4% | 1.62% | -11.2% |
| Q4 2020 | $29,917,000 | +10.3% | 337,310 | -0.5% | 1.82% | -1.7% |
| Q3 2020 | $27,114,000 | +2.4% | 339,007 | -8.0% | 1.85% | -5.9% |
| Q2 2020 | $26,488,000 | +30.0% | 368,499 | +3.3% | 1.97% | +6.7% |
| Q1 2020 | $20,368,000 | -6.1% | 356,764 | +11.3% | 1.84% | +16.9% |
| Q4 2019 | $21,685,000 | +12.7% | 320,592 | +4.8% | 1.58% | +4.9% |
| Q3 2019 | $19,239,000 | +4.4% | 306,008 | +4.1% | 1.50% | +1.4% |
| Q2 2019 | $18,426,000 | +23.4% | 293,975 | +18.8% | 1.48% | +17.1% |
| Q1 2019 | $14,926,000 | +18.5% | 247,440 | +3.6% | 1.27% | +5.0% |
| Q4 2018 | $12,591,000 | -11.8% | 238,918 | +4.0% | 1.21% | +3.2% |
| Q3 2018 | $14,275,000 | +25.4% | 229,793 | +15.4% | 1.17% | +18.3% |
| Q2 2018 | $11,387,000 | +20.3% | 199,073 | +14.8% | 0.99% | +17.9% |
| Q1 2018 | $9,468,000 | +66.1% | 173,337 | +63.5% | 0.84% | +61.2% |
| Q4 2017 | $5,701,000 | +2389.5% | 106,029 | +2235.4% | 0.52% | +2263.6% |
| Q3 2017 | $229,000 | +1426.7% | 4,540 | +1680.4% | 0.02% | +1000.0% |
| Q2 2013 | $15,000 | – | 255 | – | 0.00% | – |
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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% |