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 2022 | $3,775,000 | +18.2% | 47,076 | +23.4% | 0.10% | +18.0% |
| Q2 2022 | $3,194,000 | -7.3% | 38,164 | +17.0% | 0.09% | +8.5% |
| Q1 2022 | $3,447,000 | -6.2% | 32,632 | +2.7% | 0.08% | -12.8% |
| Q4 2021 | $3,675,000 | +18.3% | 31,778 | +4.8% | 0.09% | +1.1% |
| Q3 2021 | $3,106,000 | +4.3% | 30,329 | +2.8% | 0.09% | -12.3% |
| Q2 2021 | $2,978,000 | +22.4% | 29,494 | +10.1% | 0.11% | -13.1% |
| Q1 2021 | $2,433,000 | -0.7% | 26,795 | -3.0% | 0.12% | -33.3% |
| Q4 2020 | $2,449,000 | +12.5% | 27,614 | +1.4% | 0.18% | -7.1% |
| Q3 2020 | $2,177,000 | +3.7% | 27,222 | -6.8% | 0.20% | -37.7% |
| Q2 2020 | $2,100,000 | +20.7% | 29,212 | +2.7% | 0.32% | -36.8% |
| Q1 2020 | $1,740,000 | – | 28,432 | – | 0.50% | – |
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% |