ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 555 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.05 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $712,742 | -2.9% | 7,516 | +0.0% | 0.09% | -1.1% |
| Q2 2023 | $733,764 | +10.0% | 7,515 | 0.0% | 0.09% | +1.1% |
| Q1 2023 | $667,106 | +5.4% | 7,515 | -3.2% | 0.09% | +7.4% |
| Q4 2022 | $632,676 | -3.3% | 7,761 | -5.0% | 0.08% | -11.0% |
| Q3 2022 | $654,000 | -42.5% | 8,166 | -39.9% | 0.09% | -47.1% |
| Q2 2022 | $1,137,000 | -33.0% | 13,589 | -7.4% | 0.17% | -33.8% |
| Q1 2022 | $1,697,000 | 0.0% | 14,675 | 0.0% | 0.26% | 0.0% |
| Q4 2021 | $1,697,000 | -27.4% | 14,675 | -35.7% | 0.26% | -34.0% |
| Q3 2021 | $2,338,000 | +1.4% | 22,837 | 0.0% | 0.39% | 0.0% |
| Q2 2021 | $2,306,000 | +10.1% | 22,837 | -1.0% | 0.39% | +0.8% |
| Q1 2021 | $2,094,000 | -3.9% | 23,070 | -6.1% | 0.39% | -16.1% |
| Q4 2020 | $2,179,000 | +8.5% | 24,578 | -2.1% | 0.47% | -6.2% |
| Q3 2020 | $2,008,000 | -3.8% | 25,117 | -13.5% | 0.50% | -6.4% |
| Q2 2020 | $2,087,000 | -3.7% | 29,048 | -9.4% | 0.53% | -14.5% |
| Q4 2019 | $2,168,000 | +4.4% | 32,063 | -2.9% | 0.62% | -10.5% |
| Q3 2019 | $2,076,000 | -1.8% | 33,026 | -2.1% | 0.69% | -13.1% |
| Q2 2019 | $2,114,000 | +1.8% | 33,731 | -2.1% | 0.80% | +1.8% |
| Q1 2019 | $2,077,000 | +11.5% | 34,438 | -2.6% | 0.78% | +2.9% |
| Q4 2018 | $1,863,000 | – | 35,354 | – | 0.76% | – |
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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% |