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 | $51,381,385 | +32.7% | 541,651 | +36.7% | 0.08% | +8.6% |
Q2 2023 | $38,710,694 | +14.4% | 396,310 | +4.1% | 0.07% | +9.4% |
Q1 2023 | $33,824,016 | +48.0% | 380,841 | +35.9% | 0.06% | +39.1% |
Q4 2022 | $22,850,144 | -32.3% | 280,136 | -33.4% | 0.05% | -40.3% |
Q3 2022 | $33,746,000 | +0.9% | 420,673 | +5.3% | 0.08% | +4.1% |
Q2 2022 | $33,450,000 | -9.6% | 399,438 | +15.8% | 0.07% | +2.8% |
Q1 2022 | $36,986,000 | -22.7% | 345,055 | -16.6% | 0.07% | -20.9% |
Q4 2021 | $47,842,000 | +13.9% | 413,545 | +0.9% | 0.09% | +3.4% |
Q3 2021 | $41,993,000 | +3.1% | 409,874 | +1.6% | 0.09% | 0.0% |
Q2 2021 | $40,739,000 | +16.5% | 403,276 | +4.7% | 0.09% | +4.8% |
Q1 2021 | $34,973,000 | +4.8% | 385,022 | +2.4% | 0.08% | -5.6% |
Q4 2020 | $33,369,000 | +34.2% | 376,124 | +21.0% | 0.09% | +20.3% |
Q3 2020 | $24,860,000 | +32.0% | 310,945 | +18.7% | 0.07% | +17.5% |
Q2 2020 | $18,836,000 | +10.4% | 261,979 | -27.5% | 0.06% | -10.0% |
Q1 2020 | $17,056,000 | – | 361,231 | – | 0.07% | – |
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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% |