ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 414 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $2,614,842 | -2.9% | 27,574 | 0.0% | 0.49% | -2.2% |
Q2 2023 | $2,692,325 | +1.4% | 27,574 | -7.8% | 0.50% | -0.6% |
Q1 2023 | $2,655,732 | +6.4% | 29,917 | -2.2% | 0.51% | +3.0% |
Q4 2022 | $2,494,838 | +1.2% | 30,604 | -0.5% | 0.49% | -12.5% |
Q3 2022 | $2,465,000 | -4.2% | 30,746 | 0.0% | 0.56% | +1.3% |
Q2 2022 | $2,573,000 | -12.1% | 30,746 | +10.9% | 0.56% | +1.1% |
Q1 2022 | $2,928,000 | -8.6% | 27,716 | 0.0% | 0.55% | -9.1% |
Q4 2021 | $3,205,000 | +91.0% | 27,716 | +69.2% | 0.60% | +72.1% |
Q3 2021 | $1,678,000 | -52.8% | 16,382 | -53.4% | 0.35% | -51.7% |
Q2 2021 | $3,552,000 | +11.2% | 35,172 | 0.0% | 0.73% | +4.0% |
Q1 2021 | $3,193,000 | +2.4% | 35,172 | 0.0% | 0.70% | -2.2% |
Q4 2020 | $3,119,000 | +19.1% | 35,172 | -3.4% | 0.72% | +3.2% |
Q2 2020 | $2,618,000 | +25.9% | 36,422 | 0.0% | 0.69% | +3.0% |
Q1 2020 | $2,079,000 | -16.5% | 36,422 | -1.0% | 0.67% | +7.5% |
Q4 2019 | $2,489,000 | +7.6% | 36,797 | 0.0% | 0.63% | -5.6% |
Q3 2019 | $2,313,000 | +0.3% | 36,797 | 0.0% | 0.66% | -8.9% |
Q2 2019 | $2,306,000 | +0.2% | 36,797 | -3.5% | 0.73% | -3.4% |
Q1 2019 | $2,301,000 | -2.9% | 38,144 | 0.0% | 0.75% | +1.5% |
Q4 2018 | $2,370,000 | 0.0% | 38,144 | 0.0% | 0.74% | 0.0% |
Q3 2018 | $2,370,000 | +8.6% | 38,144 | 0.0% | 0.74% | +3.9% |
Q2 2018 | $2,182,000 | +0.8% | 38,144 | -3.7% | 0.72% | -0.6% |
Q1 2018 | $2,164,000 | +1.6% | 39,622 | 0.0% | 0.72% | +1.7% |
Q4 2017 | $2,130,000 | – | 39,622 | – | 0.71% | – |
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% |