ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 502 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $257,261 | -6.3% | 2,713 | -3.5% | 0.02% | -4.3% |
| Q2 2023 | $274,453 | +10.1% | 2,811 | +0.1% | 0.02% | +4.5% |
| Q1 2023 | $249,372 | -11.3% | 2,809 | -18.5% | 0.02% | -18.5% |
| Q4 2022 | $281,052 | +24.9% | 3,448 | +22.9% | 0.03% | +12.5% |
| Q3 2022 | $225,000 | -3.0% | 2,805 | +1.3% | 0.02% | 0.0% |
| Q2 2022 | $232,000 | -22.7% | 2,770 | -2.4% | 0.02% | -14.3% |
| Q1 2022 | $300,000 | -18.9% | 2,838 | -11.2% | 0.03% | -15.2% |
| Q4 2021 | $370,000 | +13.1% | 3,196 | +0.0% | 0.03% | +3.1% |
| Q3 2021 | $327,000 | +1.6% | 3,195 | +0.1% | 0.03% | 0.0% |
| Q2 2021 | $322,000 | +794.4% | 3,193 | +572.2% | 0.03% | +255.6% |
| Q3 2015 | $36,000 | -5.3% | 475 | 0.0% | 0.01% | -10.0% |
| Q2 2015 | $38,000 | -2.6% | 475 | 0.0% | 0.01% | 0.0% |
| Q1 2015 | $39,000 | +5.4% | 475 | 0.0% | 0.01% | 0.0% |
| Q4 2014 | $37,000 | +5.7% | 475 | 0.0% | 0.01% | -9.1% |
| Q3 2014 | $35,000 | 0.0% | 475 | 0.0% | 0.01% | -8.3% |
| Q2 2014 | $35,000 | – | 475 | – | 0.01% | – |
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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% |