ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 545 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 7.60 and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $3,402,406 | -3.2% | 35,879 | -0.3% | 0.33% | -4.3% |
Q2 2023 | $3,515,528 | +9.7% | 36,005 | -0.3% | 0.35% | -7.9% |
Q1 2023 | $3,205,041 | +8.0% | 36,105 | -0.9% | 0.38% | +7.4% |
Q4 2022 | $2,968,551 | +633.0% | 36,415 | +621.8% | 0.35% | +576.9% |
Q3 2022 | $405,000 | +710.0% | 5,045 | +740.8% | 0.05% | +766.7% |
Q2 2022 | $50,000 | -20.6% | 600 | 0.0% | 0.01% | -14.3% |
Q1 2022 | $63,000 | -8.7% | 600 | 0.0% | 0.01% | -12.5% |
Q4 2021 | $69,000 | +13.1% | 600 | 0.0% | 0.01% | 0.0% |
Q3 2021 | $61,000 | 0.0% | 600 | 0.0% | 0.01% | 0.0% |
Q2 2021 | $61,000 | +13.0% | 600 | 0.0% | 0.01% | 0.0% |
Q1 2021 | $54,000 | +5.9% | 600 | +3.8% | 0.01% | 0.0% |
Q4 2020 | $51,000 | +112.5% | 578 | +92.7% | 0.01% | +60.0% |
Q3 2020 | $24,000 | +9.1% | 300 | 0.0% | 0.01% | +25.0% |
Q2 2020 | $22,000 | +29.4% | 300 | 0.0% | 0.00% | 0.0% |
Q1 2020 | $17,000 | -15.0% | 300 | 0.0% | 0.00% | -20.0% |
Q4 2019 | $20,000 | -9.1% | 300 | -12.8% | 0.01% | -16.7% |
Q3 2019 | $22,000 | 0.0% | 344 | 0.0% | 0.01% | -14.3% |
Q2 2019 | $22,000 | +22.2% | 344 | +14.7% | 0.01% | 0.0% |
Q1 2019 | $18,000 | +12.5% | 300 | 0.0% | 0.01% | 0.0% |
Q4 2018 | $16,000 | – | 300 | – | 0.01% | – |
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% |