ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 468 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.29 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $994,126 | -6.2% | 10,718 | -0.9% | 0.46% | -0.6% |
| Q2 2023 | $1,059,275 | +7.2% | 10,814 | -1.5% | 0.47% | +3.6% |
| Q1 2023 | $987,721 | +1.8% | 10,976 | -2.5% | 0.45% | +5.6% |
| Q4 2022 | $970,263 | +3.9% | 11,261 | +0.1% | 0.43% | -3.4% |
| Q3 2022 | $934,000 | -5.7% | 11,255 | -0.3% | 0.44% | -2.9% |
| Q2 2022 | $990,000 | -14.7% | 11,284 | -0.0% | 0.45% | -4.4% |
| Q1 2022 | $1,160,000 | +1.6% | 11,289 | -0.8% | 0.48% | -1.2% |
| Q4 2021 | $1,142,000 | -15.4% | 11,378 | -3.7% | 0.48% | -11.3% |
| Q3 2021 | $1,350,000 | +13.3% | 11,812 | +1.8% | 0.54% | +5.7% |
| Q2 2021 | $1,192,000 | -1.1% | 11,608 | -6.0% | 0.51% | -4.3% |
| Q1 2021 | $1,205,000 | +9.7% | 12,352 | +0.1% | 0.54% | -0.7% |
| Q4 2020 | $1,098,000 | -8.1% | 12,344 | -12.8% | 0.54% | -13.7% |
| Q3 2020 | $1,195,000 | +9.8% | 14,160 | -1.4% | 0.63% | +1.0% |
| Q2 2020 | $1,088,000 | +16.4% | 14,359 | +0.7% | 0.62% | +8.0% |
| Q1 2020 | $935,000 | -4.4% | 14,258 | +0.7% | 0.57% | +4.2% |
| Q4 2019 | $978,000 | – | 14,163 | – | 0.55% | – |
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% |