ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 555 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.44 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,792,000 | -4.5% | 18,832 | -2.0% | 0.11% | +6.7% |
| Q2 2023 | $1,876,000 | +450.1% | 19,217 | +440.3% | 0.10% | +775.0% |
| Q1 2021 | $341,000 | +2.7% | 3,557 | -4.9% | 0.01% | -14.3% |
| Q4 2020 | $332,000 | +39.5% | 3,741 | +25.8% | 0.01% | +16.7% |
| Q3 2020 | $238,000 | +14.4% | 2,974 | +2.6% | 0.01% | +9.1% |
| Q2 2020 | $208,000 | +16.9% | 2,898 | -7.2% | 0.01% | -15.4% |
| Q1 2020 | $178,000 | -34.6% | 3,123 | -22.3% | 0.01% | -38.1% |
| Q4 2019 | $272,000 | -34.3% | 4,020 | -38.9% | 0.02% | -38.2% |
| Q3 2019 | $414,000 | +1.2% | 6,583 | -2.8% | 0.03% | -26.1% |
| Q1 2019 | $409,000 | -3.1% | 6,775 | -15.3% | 0.05% | -23.3% |
| Q4 2018 | $422,000 | -84.0% | 8,003 | -81.8% | 0.06% | -89.3% |
| Q2 2018 | $2,632,000 | +51.2% | 43,975 | +38.3% | 0.56% | +28.5% |
| Q1 2018 | $1,741,000 | +40.6% | 31,792 | +45.7% | 0.44% | +43.6% |
| Q4 2017 | $1,238,000 | +13.5% | 21,824 | +4.3% | 0.30% | +6.7% |
| Q3 2017 | $1,091,000 | +105.5% | 20,920 | +95.1% | 0.28% | +88.1% |
| Q2 2017 | $531,000 | -71.6% | 10,724 | -72.4% | 0.15% | -72.6% |
| Q1 2017 | $1,870,000 | +94.8% | 38,851 | +84.8% | 0.55% | +72.0% |
| Q4 2016 | $960,000 | – | 21,027 | – | 0.32% | – |
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% |