ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 468 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.29 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $35,691 | +96362.2% | 376 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $37 | +12.1% | 376 | 0.0% | 0.02% | 0.0% |
| Q1 2023 | $33 | +6.5% | 376 | 0.0% | 0.02% | 0.0% |
| Q4 2022 | $31 | -99.9% | 376 | +9.9% | 0.02% | +14.3% |
| Q3 2022 | $28,000 | -3.4% | 342 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $29,000 | -19.4% | 342 | 0.0% | 0.01% | -6.7% |
| Q1 2022 | $36,000 | -10.0% | 342 | 0.0% | 0.02% | 0.0% |
| Q4 2021 | $40,000 | +2.6% | 342 | -10.5% | 0.02% | -6.2% |
| Q3 2021 | $39,000 | -2.5% | 382 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $40,000 | +14.3% | 382 | 0.0% | 0.02% | -5.9% |
| Q1 2021 | $35,000 | +2.9% | 382 | 0.0% | 0.02% | 0.0% |
| Q4 2020 | $34,000 | +3.0% | 382 | 0.0% | 0.02% | 0.0% |
| Q3 2020 | $33,000 | +22.2% | 382 | 0.0% | 0.02% | 0.0% |
| Q2 2020 | $27,000 | +8.0% | 382 | 0.0% | 0.02% | 0.0% |
| Q1 2020 | $25,000 | +108.3% | 382 | +113.4% | 0.02% | +112.5% |
| Q4 2019 | $12,000 | +9.1% | 179 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $11,000 | -31.2% | 179 | -27.8% | 0.01% | -33.3% |
| Q2 2019 | $16,000 | +6.7% | 248 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $15,000 | +15.4% | 248 | 0.0% | 0.01% | +9.1% |
| Q4 2018 | $13,000 | -7.1% | 248 | 0.0% | 0.01% | +10.0% |
| Q3 2018 | $14,000 | -17.6% | 248 | -11.7% | 0.01% | -9.1% |
| Q2 2018 | $17,000 | +13.3% | 281 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $15,000 | +36.4% | 281 | +40.5% | 0.01% | +22.2% |
| Q4 2017 | $11,000 | – | 200 | – | 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% |