ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 353 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $744,846 | -1.4% | 7,839 | +1.6% | 0.03% | 0.0% |
| Q2 2023 | $755,110 | +8.8% | 7,718 | -1.1% | 0.03% | 0.0% |
| Q1 2023 | $694,265 | +56.5% | 7,804 | +43.4% | 0.03% | +31.8% |
| Q4 2022 | $443,660 | -8.7% | 5,442 | -9.9% | 0.02% | -12.0% |
| Q3 2022 | $486,000 | -6.2% | 6,043 | -2.1% | 0.02% | -3.8% |
| Q2 2022 | $518,000 | -30.5% | 6,173 | -12.3% | 0.03% | -16.1% |
| Q1 2022 | $745,000 | -5.0% | 7,039 | +3.9% | 0.03% | -8.8% |
| Q4 2021 | $784,000 | +15.0% | 6,772 | +1.9% | 0.03% | 0.0% |
| Q3 2021 | $682,000 | -3.9% | 6,647 | -5.4% | 0.03% | -5.6% |
| Q2 2021 | $710,000 | +18.9% | 7,023 | +6.9% | 0.04% | +2.9% |
| Q1 2021 | $597,000 | +10.4% | 6,571 | +8.0% | 0.04% | -5.4% |
| Q4 2020 | $541,000 | +1645.2% | 6,086 | +1468.6% | 0.04% | +208.3% |
| Q3 2020 | $31,000 | -90.7% | 388 | -91.6% | 0.01% | -58.6% |
| Q2 2020 | $332,000 | +25.8% | 4,622 | +0.0% | 0.03% | +3.6% |
| Q1 2020 | $264,000 | -24.1% | 4,621 | -10.3% | 0.03% | +3.7% |
| Q4 2019 | $348,000 | +19.2% | 5,150 | +11.0% | 0.03% | -10.0% |
| Q3 2019 | $292,000 | +12.7% | 4,638 | +14.4% | 0.03% | +3.4% |
| Q2 2019 | $259,000 | – | 4,054 | – | 0.03% | – |
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% |