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 | $121,382 | -2.9% | 1,280 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $124,979 | +10.0% | 1,280 | 0.0% | 0.02% | +5.3% |
| Q1 2023 | $113,626 | -62.7% | 1,280 | -65.8% | 0.02% | -62.7% |
| Q4 2022 | $304,803 | +1.6% | 3,739 | 0.0% | 0.05% | -3.8% |
| Q3 2022 | $300,000 | -4.2% | 3,739 | 0.0% | 0.05% | -1.9% |
| Q2 2022 | $313,000 | -20.8% | 3,739 | 0.0% | 0.05% | -12.9% |
| Q1 2022 | $395,000 | -8.6% | 3,739 | 0.0% | 0.06% | -7.5% |
| Q4 2021 | $432,000 | +12.8% | 3,739 | 0.0% | 0.07% | +9.8% |
| Q3 2021 | $383,000 | -0.8% | 3,739 | -2.1% | 0.06% | -4.7% |
| Q2 2021 | $386,000 | +7.2% | 3,821 | -3.6% | 0.06% | -8.6% |
| Q1 2021 | $360,000 | +9.4% | 3,965 | +6.8% | 0.07% | +1.4% |
| Q4 2020 | $329,000 | -22.8% | 3,714 | -30.3% | 0.07% | -30.3% |
| Q3 2020 | $426,000 | +9.0% | 5,329 | -2.0% | 0.10% | +22.2% |
| Q2 2020 | $391,000 | -0.3% | 5,437 | -20.9% | 0.08% | -10.0% |
| Q1 2020 | $392,000 | -15.7% | 6,870 | 0.0% | 0.09% | -8.2% |
| Q4 2019 | $465,000 | +7.6% | 6,870 | 0.0% | 0.10% | +3.2% |
| Q3 2019 | $432,000 | +7.7% | 6,870 | +7.4% | 0.10% | +9.2% |
| Q2 2019 | $401,000 | -2.2% | 6,399 | -6.0% | 0.09% | +1.2% |
| Q1 2019 | $410,000 | +14.2% | 6,805 | 0.0% | 0.09% | +7.5% |
| Q4 2018 | $359,000 | -15.1% | 6,805 | 0.0% | 0.08% | -4.8% |
| Q3 2018 | $423,000 | +28.2% | 6,805 | +18.1% | 0.08% | +21.7% |
| Q2 2018 | $330,000 | +547.1% | 5,764 | +521.8% | 0.07% | +527.3% |
| Q1 2018 | $51,000 | – | 927 | – | 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% |