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 | $95,630 | -2.9% | 1,008 | 0.0% | 0.01% | -7.7% |
| Q2 2023 | $98,464 | +10.2% | 1,008 | +0.2% | 0.01% | +8.3% |
| Q1 2023 | $89,314 | +9.2% | 1,006 | +0.3% | 0.01% | +9.1% |
| Q4 2022 | $81,766 | +2.2% | 1,003 | +0.6% | 0.01% | -15.4% |
| Q3 2022 | $80,000 | -3.6% | 997 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $83,000 | -21.0% | 997 | +0.2% | 0.01% | -7.1% |
| Q1 2022 | $105,000 | -8.7% | 995 | +0.2% | 0.01% | -6.7% |
| Q4 2021 | $115,000 | +17.3% | 993 | +3.9% | 0.02% | +15.4% |
| Q3 2021 | $98,000 | +1.0% | 956 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $97,000 | +14.1% | 956 | +0.3% | 0.01% | 0.0% |
| Q4 2020 | $85,000 | +11.8% | 953 | +0.3% | 0.01% | 0.0% |
| Q3 2020 | $76,000 | +11.8% | 950 | +0.2% | 0.01% | +8.3% |
| Q2 2020 | $68,000 | +25.9% | 948 | +0.6% | 0.01% | 0.0% |
| Q1 2020 | $54,000 | -15.6% | 942 | 0.0% | 0.01% | -33.3% |
| Q4 2019 | $64,000 | +8.5% | 942 | +0.7% | 0.02% | 0.0% |
| Q3 2019 | $59,000 | 0.0% | 935 | 0.0% | 0.02% | -10.0% |
| Q2 2019 | $59,000 | +51.3% | 935 | +27.0% | 0.02% | +25.0% |
| Q4 2018 | $39,000 | -15.2% | 736 | 0.0% | 0.02% | -15.8% |
| Q3 2018 | $46,000 | – | 736 | – | 0.02% | – |
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% |