ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 8 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $430,054 | -3.1% | 4,535 | -0.2% | 0.32% | +6.2% |
| Q2 2023 | $443,774 | +10.0% | 4,545 | 0.0% | 0.31% | +7.4% |
| Q1 2023 | $403,460 | +8.9% | 4,545 | 0.0% | 0.28% | +5.6% |
| Q4 2022 | $370,508 | -11.1% | 4,545 | -12.5% | 0.27% | -12.3% |
| Q3 2022 | $417,000 | +10.9% | 5,196 | +15.6% | 0.31% | +14.1% |
| Q2 2022 | $376,000 | -20.8% | 4,495 | 0.0% | 0.27% | -7.5% |
| Q1 2022 | $475,000 | -6.5% | 4,495 | +2.3% | 0.29% | +1.0% |
| Q4 2021 | $508,000 | +12.9% | 4,395 | 0.0% | 0.29% | +2.8% |
| Q3 2021 | $450,000 | -1.1% | 4,395 | +0.8% | 0.28% | -0.4% |
| Q2 2021 | $455,000 | +33.8% | 4,360 | +16.3% | 0.28% | +19.0% |
| Q1 2021 | $340,000 | +12.6% | 3,750 | +10.3% | 0.24% | +6.3% |
| Q4 2020 | $302,000 | +11.0% | 3,400 | 0.0% | 0.22% | -2.6% |
| Q3 2020 | $272,000 | +11.5% | 3,400 | 0.0% | 0.23% | 0.0% |
| Q2 2020 | $244,000 | +16.2% | 3,400 | +9.7% | 0.23% | +32.4% |
| Q4 2019 | $210,000 | – | 3,100 | – | 0.17% | – |
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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% |