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 | $1,019,213 | +23.2% | 10,747 | +15.3% | 0.09% | +11.7% |
| Q1 2023 | $827,185 | +115428.6% | 9,318 | +6.1% | 0.08% | +8.5% |
| Q4 2022 | $716 | -99.9% | 8,786 | -0.4% | 0.07% | +10.9% |
| Q3 2022 | $707,000 | +18.8% | 8,817 | +23.9% | 0.06% | +1.6% |
| Q2 2022 | $595,000 | -22.0% | 7,116 | -1.6% | 0.06% | -18.2% |
| Q1 2022 | $763,000 | -2.8% | 7,230 | +6.5% | 0.08% | +1.3% |
| Q4 2021 | $785,000 | +13.8% | 6,788 | +0.7% | 0.08% | +2.7% |
| Q3 2021 | $690,000 | +7.5% | 6,742 | +6.0% | 0.07% | +4.2% |
| Q2 2021 | $642,000 | +0.9% | 6,358 | -9.3% | 0.07% | -10.1% |
| Q1 2021 | $636,000 | -26.4% | 7,013 | -28.1% | 0.08% | -34.2% |
| Q4 2020 | $864,000 | -13.8% | 9,750 | -22.2% | 0.12% | -25.9% |
| Q3 2020 | $1,002,000 | +18.2% | 12,534 | +6.2% | 0.16% | +5.9% |
| Q2 2020 | $848,000 | +19.6% | 11,802 | -5.1% | 0.15% | -3.2% |
| Q1 2020 | $709,000 | -10.4% | 12,430 | +6.3% | 0.16% | +9.7% |
| Q4 2019 | $791,000 | +2.7% | 11,695 | -4.6% | 0.14% | -3.4% |
| Q3 2019 | $770,000 | – | 12,253 | – | 0.15% | – |
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% |