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 | $271,498 | -2.9% | 2,863 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $279,543 | +10.0% | 2,863 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $254,149 | +8.9% | 2,863 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $233,392 | +1.5% | 2,863 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $230,000 | +1.8% | 2,863 | +6.1% | 0.00% | 0.0% |
| Q2 2022 | $226,000 | -14.4% | 2,699 | +8.0% | 0.00% | 0.0% |
| Q1 2022 | $264,000 | -8.7% | 2,499 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $289,000 | +12.9% | 2,499 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $256,000 | +1.6% | 2,499 | 0.0% | 0.00% | +100.0% |
| Q2 2021 | $252,000 | +11.0% | 2,499 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $227,000 | +2.3% | 2,499 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $222,000 | +33.7% | 2,499 | +20.5% | 0.00% | 0.0% |
| Q3 2020 | $166,000 | +11.4% | 2,074 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $149,000 | +4.2% | 2,074 | -17.0% | 0.00% | 0.0% |
| Q1 2020 | $143,000 | -15.4% | 2,498 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $169,000 | +7.6% | 2,498 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $157,000 | -16.5% | 2,498 | -16.7% | 0.00% | 0.0% |
| Q2 2019 | $188,000 | +3.9% | 2,998 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $181,000 | -11.7% | 2,998 | -23.1% | 0.00% | -50.0% |
| Q4 2018 | $205,000 | -15.3% | 3,898 | 0.0% | 0.00% | +100.0% |
| Q3 2018 | $242,000 | -5.5% | 3,898 | -12.9% | 0.00% | -50.0% |
| Q2 2018 | $256,000 | +20.2% | 4,476 | +14.8% | 0.00% | +100.0% |
| Q1 2018 | $213,000 | +16.4% | 3,898 | +14.7% | 0.00% | 0.0% |
| Q4 2017 | $183,000 | +6.4% | 3,398 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $172,000 | +4.9% | 3,398 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $164,000 | +3.8% | 3,398 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $158,000 | +3.9% | 3,398 | -4.2% | 0.00% | 0.0% |
| Q4 2016 | $152,000 | +0.7% | 3,548 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $151,000 | +4.1% | 3,548 | +100.0% | 0.00% | 0.0% |
| Q2 2016 | $145,000 | -13.7% | 1,774 | -14.5% | 0.00% | 0.0% |
| Q1 2016 | $168,000 | 0.0% | 2,074 | 0.0% | 0.00% | 0.0% |
| Q4 2015 | $168,000 | – | 2,074 | – | 0.00% | – |
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% |