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 | $2,921,372 | -2.9% | 30,806 | 0.0% | 1.27% | +2.2% |
Q2 2023 | $3,007,938 | +16.2% | 30,806 | +5.7% | 1.24% | +9.5% |
Q1 2023 | $2,588,214 | +9.1% | 29,156 | +0.2% | 1.14% | +2.1% |
Q4 2022 | $2,372,754 | +2.9% | 29,106 | +1.2% | 1.11% | -6.1% |
Q3 2022 | $2,306,000 | -1.1% | 28,756 | +3.2% | 1.19% | +0.3% |
Q2 2022 | $2,332,000 | -24.3% | 27,856 | -4.5% | 1.18% | -9.7% |
Q1 2022 | $3,081,000 | -14.8% | 29,156 | -6.7% | 1.31% | -11.1% |
Q4 2021 | $3,615,000 | +11.7% | 31,256 | -1.0% | 1.47% | +1.4% |
Q3 2021 | $3,235,000 | +1.4% | 31,586 | 0.0% | 1.45% | +1.3% |
Q2 2021 | $3,190,000 | +11.2% | 31,586 | 0.0% | 1.43% | +5.1% |
Q1 2021 | $2,868,000 | +1.1% | 31,586 | -1.3% | 1.36% | -4.7% |
Q4 2020 | $2,837,000 | +10.9% | 31,986 | 0.0% | 1.43% | -2.6% |
Q3 2020 | $2,558,000 | +9.6% | 31,986 | -1.5% | 1.47% | +2.9% |
Q2 2020 | $2,335,000 | +25.9% | 32,486 | 0.0% | 1.43% | +5.9% |
Q1 2020 | $1,855,000 | -15.6% | 32,486 | 0.0% | 1.35% | +5.9% |
Q4 2019 | $2,197,000 | +7.6% | 32,486 | 0.0% | 1.28% | +1.0% |
Q3 2019 | $2,042,000 | -2.7% | 32,486 | -3.0% | 1.26% | -3.1% |
Q2 2019 | $2,099,000 | +5.5% | 33,486 | +1.6% | 1.30% | +2.4% |
Q1 2019 | $1,989,000 | +16.2% | 32,966 | +1.5% | 1.27% | -1.3% |
Q4 2018 | $1,712,000 | -19.9% | 32,486 | -5.6% | 1.29% | +2.4% |
Q3 2018 | $2,138,000 | +8.6% | 34,413 | 0.0% | 1.26% | +1.9% |
Q2 2018 | $1,968,000 | +4.7% | 34,413 | 0.0% | 1.24% | +3.3% |
Q1 2018 | $1,880,000 | -3.3% | 34,413 | -4.8% | 1.20% | +0.4% |
Q4 2017 | $1,944,000 | +6.5% | 36,146 | 0.0% | 1.19% | +5.4% |
Q3 2017 | $1,825,000 | +3.8% | 36,146 | -1.0% | 1.13% | -0.2% |
Q2 2017 | $1,759,000 | +3.9% | 36,496 | 0.0% | 1.13% | +3.1% |
Q1 2017 | $1,693,000 | +8.1% | 36,496 | 0.0% | 1.10% | +8.8% |
Q4 2016 | $1,566,000 | +0.8% | 36,496 | 0.0% | 1.01% | -2.2% |
Q3 2016 | $1,553,000 | -8.4% | 36,496 | +75.9% | 1.03% | -8.3% |
Q2 2016 | $1,695,000 | +0.7% | 20,750 | 0.0% | 1.12% | +1.5% |
Q1 2016 | $1,683,000 | -7.7% | 20,750 | -7.6% | 1.11% | -12.5% |
Q4 2015 | $1,823,000 | +2.4% | 22,450 | -4.3% | 1.27% | +0.7% |
Q3 2015 | $1,781,000 | -6.6% | 23,450 | 0.0% | 1.26% | +3.3% |
Q2 2015 | $1,907,000 | -18.4% | 23,450 | -18.4% | 1.22% | -18.3% |
Q1 2015 | $2,336,000 | +3.7% | 28,750 | 0.0% | 1.49% | +1.5% |
Q4 2014 | $2,252,000 | – | 28,750 | – | 1.47% | – |
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% |