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 | $20,070,580 | -21.6% | 211,648 | -19.2% | 0.06% | -19.1% |
| Q2 2023 | $25,590,468 | +6.3% | 262,090 | -3.3% | 0.07% | +15.3% |
| Q1 2023 | $24,063,417 | +72992.2% | 271,076 | -32.9% | 0.06% | -32.2% |
| Q4 2022 | $32,922 | -99.9% | 403,847 | -0.3% | 0.09% | -9.4% |
| Q3 2022 | $32,466,000 | +71.8% | 404,917 | +79.3% | 0.10% | +84.6% |
| Q2 2022 | $18,901,000 | -19.9% | 225,819 | +1.1% | 0.05% | -10.3% |
| Q1 2022 | $23,592,000 | -15.2% | 223,278 | -7.2% | 0.06% | -10.8% |
| Q4 2021 | $27,812,000 | +13.9% | 240,509 | +0.9% | 0.06% | +4.8% |
| Q3 2021 | $24,419,000 | -3.3% | 238,448 | -4.6% | 0.06% | -6.1% |
| Q2 2021 | $25,250,000 | +12.3% | 250,045 | +1.0% | 0.07% | +4.8% |
| Q1 2021 | $22,485,000 | +2.3% | 247,663 | -0.1% | 0.06% | -4.5% |
| Q4 2020 | $21,979,000 | +10.0% | 247,819 | -0.8% | 0.07% | -2.9% |
| Q3 2020 | $19,981,000 | +12.6% | 249,819 | +1.2% | 0.07% | +1.5% |
| Q2 2020 | $17,751,000 | +62.7% | 246,949 | +29.2% | 0.07% | +34.0% |
| Q1 2020 | $10,911,000 | +6.9% | 191,113 | +26.7% | 0.05% | +35.1% |
| Q4 2019 | $10,206,000 | +9.4% | 150,888 | +1.7% | 0.04% | 0.0% |
| Q3 2019 | $9,326,000 | -2.0% | 148,337 | -2.3% | 0.04% | 0.0% |
| Q2 2019 | $9,512,000 | +4.4% | 151,760 | +0.4% | 0.04% | -30.2% |
| Q1 2019 | $9,113,000 | +40.4% | 151,083 | +22.6% | 0.05% | +20.5% |
| Q4 2018 | $6,492,000 | -10.2% | 123,190 | +6.1% | 0.04% | -2.2% |
| Q3 2018 | $7,233,000 | +159.6% | 116,139 | +138.4% | 0.04% | +136.8% |
| Q2 2018 | $2,786,000 | +30.6% | 48,715 | +24.7% | 0.02% | +26.7% |
| Q1 2018 | $2,134,000 | +198.9% | 39,074 | +194.3% | 0.02% | +200.0% |
| Q4 2017 | $714,000 | +85.0% | 13,276 | +73.7% | 0.01% | +66.7% |
| Q3 2017 | $386,000 | +24.1% | 7,644 | +18.3% | 0.00% | +50.0% |
| Q2 2017 | $311,000 | +16.0% | 6,461 | +11.6% | 0.00% | 0.0% |
| Q1 2017 | $268,000 | +16.0% | 5,789 | +7.4% | 0.00% | 0.0% |
| Q4 2016 | $231,000 | – | 5,391 | – | 0.00% | – |
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% |