ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 539 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.03 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $450,917 | -3.9% | 4,755 | -1.0% | 0.08% | +2.5% |
| Q2 2023 | $469,160 | +16.0% | 4,805 | +5.5% | 0.08% | +14.1% |
| Q1 2023 | $404,347 | +26.8% | 4,555 | +16.5% | 0.07% | +14.5% |
| Q4 2022 | $319,000 | +14.3% | 3,910 | +12.5% | 0.06% | +3.3% |
| Q3 2022 | $279,000 | +2690.0% | 3,475 | +3375.0% | 0.06% | +2900.0% |
| Q3 2021 | $10,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $10,000 | +11.1% | 100 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $9,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $9,000 | +12.5% | 100 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $8,000 | +14.3% | 100 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $7,000 | +16.7% | 100 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $6,000 | – | 100 | – | 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% |