ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 346 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is 0.56 and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,062,855 | +15.8% | 11,208 | +19.2% | 0.44% | +15.8% |
Q2 2023 | $918,011 | +13.3% | 9,402 | +3.0% | 0.38% | +6.1% |
Q1 2023 | $810,470 | +9.8% | 9,130 | +0.8% | 0.36% | +1.7% |
Q4 2022 | $738,245 | -10.8% | 9,056 | -12.3% | 0.35% | -17.8% |
Q3 2022 | $828,000 | 0.0% | 10,331 | +4.4% | 0.43% | +4.1% |
Q2 2022 | $828,000 | -16.6% | 9,897 | +5.3% | 0.41% | -2.1% |
Q1 2022 | $993,000 | +2.1% | 9,397 | +11.6% | 0.42% | +2.9% |
Q4 2021 | $973,000 | +21.2% | 8,417 | +7.4% | 0.41% | +10.0% |
Q3 2021 | $803,000 | +43.4% | 7,837 | +44.7% | 0.37% | +42.1% |
Q2 2021 | $560,000 | +12.9% | 5,417 | -0.9% | 0.26% | +2.8% |
Q1 2021 | $496,000 | -2.6% | 5,468 | -4.7% | 0.25% | -9.0% |
Q4 2020 | $509,000 | +6.7% | 5,738 | -3.7% | 0.28% | -7.6% |
Q3 2020 | $477,000 | +17.8% | 5,958 | +5.7% | 0.30% | +6.3% |
Q2 2020 | $405,000 | +25.8% | 5,639 | 0.0% | 0.28% | +1.1% |
Q1 2020 | $322,000 | -28.9% | 5,639 | -12.7% | 0.28% | -14.3% |
Q4 2019 | $453,000 | +6.6% | 6,459 | -4.5% | 0.33% | -7.3% |
Q3 2019 | $425,000 | -1.6% | 6,764 | 0.0% | 0.35% | -3.0% |
Q2 2019 | $432,000 | -1.1% | 6,764 | -6.6% | 0.36% | -14.3% |
Q1 2019 | $437,000 | +9.5% | 7,239 | -4.5% | 0.43% | +1.7% |
Q4 2018 | $399,000 | -14.7% | 7,579 | -7.6% | 0.42% | -3.9% |
Q3 2018 | $468,000 | +6.6% | 8,204 | +7.0% | 0.44% | +7.7% |
Q2 2018 | $439,000 | +26.1% | 7,667 | +20.4% | 0.40% | +17.4% |
Q1 2018 | $348,000 | +19.6% | 6,367 | +17.8% | 0.34% | +9.9% |
Q4 2017 | $291,000 | – | 5,407 | – | 0.31% | – |
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% |