ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 555 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.44 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,546,019 | -2.5% | 16,498 | +2.9% | 0.08% | +1.2% |
| Q2 2023 | $1,586,162 | +19.7% | 16,040 | +8.3% | 0.08% | +6.5% |
| Q1 2023 | $1,324,739 | +19.7% | 14,811 | +18.3% | 0.08% | +13.2% |
| Q4 2022 | $1,106,341 | +119.1% | 12,518 | +101.0% | 0.07% | +88.9% |
| Q3 2022 | $505,000 | +146.3% | 6,228 | +186.5% | 0.04% | +140.0% |
| Q2 2022 | $205,000 | +5.1% | 2,174 | -38.4% | 0.02% | -48.3% |
| Q3 2018 | $195,000 | -15.9% | 3,530 | -12.8% | 0.03% | -19.4% |
| Q2 2018 | $232,000 | +100.0% | 4,050 | +90.6% | 0.04% | +80.0% |
| Q1 2018 | $116,000 | -10.1% | 2,125 | -11.5% | 0.02% | -4.8% |
| Q4 2017 | $129,000 | +6.6% | 2,400 | 0.0% | 0.02% | 0.0% |
| Q3 2017 | $121,000 | -44.7% | 2,400 | -50.0% | 0.02% | -63.2% |
| Q2 2017 | $219,000 | – | 4,800 | – | 0.06% | – |
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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% |