ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 425 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,673 | -3.9% | 38,736 | -1.0% | 2.78% | -1.4% |
| Q2 2023 | $3,822 | +8.6% | 39,147 | -1.3% | 2.82% | +3.5% |
| Q1 2023 | $3,519 | +11.5% | 39,643 | +1.9% | 2.73% | +3.7% |
| Q4 2022 | $3,155 | -99.9% | 38,899 | -0.3% | 2.63% | -2.8% |
| Q3 2022 | $3,128,000 | -0.1% | 39,010 | +4.3% | 2.70% | +6.5% |
| Q2 2022 | $3,130,000 | -18.3% | 37,394 | +3.0% | 2.54% | -7.7% |
| Q1 2022 | $3,832,000 | -7.0% | 36,294 | +2.2% | 2.75% | -0.4% |
| Q4 2021 | $4,122,000 | +16.2% | 35,529 | +2.6% | 2.76% | +10.3% |
| Q3 2021 | $3,547,000 | -0.1% | 34,638 | -1.5% | 2.50% | +4.9% |
| Q2 2021 | $3,551,000 | +15.4% | 35,167 | +3.7% | 2.39% | +8.6% |
| Q1 2021 | $3,077,000 | +2.6% | 33,901 | +0.2% | 2.20% | +0.9% |
| Q4 2020 | $2,998,000 | +0.4% | 33,849 | -9.2% | 2.18% | -11.6% |
| Q3 2020 | $2,987,000 | +12.3% | 37,266 | +0.1% | 2.46% | +6.4% |
| Q2 2020 | $2,661,000 | +8.3% | 37,214 | -13.5% | 2.32% | +1.7% |
| Q1 2020 | $2,456,000 | +3.8% | 43,025 | +23.0% | 2.28% | +35.0% |
| Q4 2019 | $2,365,000 | +8.4% | 34,970 | +0.8% | 1.69% | +3.2% |
| Q3 2019 | $2,181,000 | +11.4% | 34,701 | +11.2% | 1.63% | +12.3% |
| Q2 2019 | $1,957,000 | +20.6% | 31,218 | +16.0% | 1.46% | +19.4% |
| Q1 2019 | $1,623,000 | +101.4% | 26,907 | +75.9% | 1.22% | +81.1% |
| Q4 2018 | $806,000 | -8.5% | 15,297 | +7.8% | 0.67% | +6.2% |
| Q3 2018 | $881,000 | -3.5% | 14,190 | -11.1% | 0.63% | +2.4% |
| Q2 2018 | $913,000 | +25.1% | 15,960 | +19.4% | 0.62% | +26.3% |
| Q1 2018 | $730,000 | +76.8% | 13,370 | +74.0% | 0.49% | +69.6% |
| Q4 2017 | $413,000 | – | 7,686 | – | 0.29% | – |
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% |