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 | $251,679 | -12.9% | 2,654 | -10.3% | 0.02% | -13.6% |
| Q2 2023 | $289,014 | +22.7% | 2,960 | +11.5% | 0.02% | +22.2% |
| Q1 2023 | $235,596 | +8.9% | 2,654 | 0.0% | 0.02% | 0.0% |
| Q4 2022 | $216,354 | -14.5% | 2,654 | -15.8% | 0.02% | -25.0% |
| Q3 2022 | $253,000 | +14.0% | 3,153 | +18.8% | 0.02% | +14.3% |
| Q2 2022 | $222,000 | -20.7% | 2,654 | 0.0% | 0.02% | -12.5% |
| Q1 2022 | $280,000 | -8.8% | 2,654 | 0.0% | 0.02% | -11.1% |
| Q4 2021 | $307,000 | +12.9% | 2,654 | 0.0% | 0.03% | +3.8% |
| Q3 2021 | $272,000 | +1.5% | 2,654 | 0.0% | 0.03% | -3.7% |
| Q2 2021 | $268,000 | +11.2% | 2,654 | 0.0% | 0.03% | -6.9% |
| Q1 2021 | $241,000 | +2.6% | 2,654 | 0.0% | 0.03% | -14.7% |
| Q4 2020 | $235,000 | – | 2,654 | – | 0.03% | – |
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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% |