ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 539 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.03 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,845 | -2.9% | 30 | 0.0% | 0.00% | – |
| Q2 2023 | $2,929 | +10.0% | 30 | 0.0% | 0.00% | – |
| Q1 2023 | $2,663 | +8.9% | 30 | 0.0% | 0.00% | – |
| Q4 2022 | $2,446 | +22.3% | 30 | 0.0% | 0.00% | – |
| Q3 2022 | $2,000 | -33.3% | 30 | 0.0% | 0.00% | – |
| Q2 2022 | $3,000 | 0.0% | 30 | 0.0% | 0.00% | – |
| Q1 2022 | $3,000 | 0.0% | 30 | 0.0% | 0.00% | – |
| Q4 2021 | $3,000 | -76.9% | 30 | -76.4% | 0.00% | -100.0% |
| Q3 2021 | $13,000 | 0.0% | 127 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $13,000 | -100.0% | 127 | -100.0% | 0.00% | -100.0% |
| Q1 2021 | $117,555,000 | -0.5% | 1,294,799 | -2.8% | 5.05% | -5.6% |
| Q4 2020 | $118,124,000 | +9.9% | 1,331,874 | -0.9% | 5.35% | -1.0% |
| Q3 2020 | $107,474,000 | +10.5% | 1,343,756 | -0.7% | 5.40% | -0.3% |
| Q2 2020 | $97,286,000 | -10.2% | 1,353,444 | -28.6% | 5.42% | -25.5% |
| Q1 2020 | $108,291,000 | +541355.0% | 1,896,848 | +602074.0% | 7.27% | +727200.0% |
| Q2 2019 | $20,000 | +5.3% | 315 | +0.3% | 0.00% | 0.0% |
| Q1 2019 | $19,000 | -32.1% | 314 | -40.8% | 0.00% | -50.0% |
| Q4 2018 | $28,000 | +47.4% | 530 | +70.4% | 0.00% | +100.0% |
| Q3 2018 | $19,000 | +5.6% | 311 | +0.3% | 0.00% | -50.0% |
| Q2 2018 | $18,000 | -58.1% | 310 | -61.2% | 0.00% | -33.3% |
| Q4 2017 | $43,000 | +7.5% | 800 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $40,000 | +2.6% | 800 | 0.0% | 0.00% | -25.0% |
| Q2 2017 | $39,000 | – | 800 | – | 0.00% | – |
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% |