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 | $272,564 | -2.9% | 2,874 | 0.0% | 0.20% | +0.5% |
Q2 2023 | $280,640 | +10.2% | 2,874 | +0.2% | 0.20% | +1.0% |
Q1 2023 | $254,682 | +9.2% | 2,869 | +0.2% | 0.20% | -1.0% |
Q4 2022 | $233,308 | +2.3% | 2,862 | +0.5% | 0.20% | -2.0% |
Q3 2022 | $228,000 | -4.2% | 2,849 | 0.0% | 0.20% | +5.7% |
Q2 2022 | $238,000 | -20.9% | 2,849 | +0.2% | 0.19% | 0.0% |
Q1 2022 | $301,000 | -8.2% | 2,844 | +0.1% | 0.19% | +14.3% |
Q4 2021 | $328,000 | +12.7% | 2,840 | 0.0% | 0.17% | +7.7% |
Q3 2021 | $291,000 | +1.4% | 2,840 | 0.0% | 0.16% | +2.0% |
Q2 2021 | $287,000 | +11.2% | 2,840 | 0.0% | 0.15% | -1.3% |
Q1 2021 | $258,000 | +2.4% | 2,840 | 0.0% | 0.16% | -1.9% |
Q4 2020 | $252,000 | +11.5% | 2,840 | +0.7% | 0.16% | -6.0% |
Q3 2020 | $226,000 | +11.3% | 2,820 | 0.0% | 0.17% | -1.8% |
Q2 2020 | $203,000 | +163.6% | 2,820 | +135.0% | 0.17% | +71.0% |
Q3 2013 | $77,000 | +8.5% | 1,200 | 0.0% | 0.10% | -1.0% |
Q2 2013 | $71,000 | – | 1,200 | – | 0.10% | – |
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% |