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 | $11,178,450 | -9.9% | 118,341 | -35.5% | 0.80% | -9.0% |
| Q2 2023 | $12,401,416 | +36.5% | 183,453 | +79.3% | 0.88% | +35.5% |
| Q1 2023 | $9,082,297 | +19.1% | 102,303 | +8.6% | 0.65% | +15.0% |
| Q4 2022 | $7,625,764 | +20.8% | 94,198 | +19.6% | 0.57% | +9.0% |
| Q3 2022 | $6,312,000 | +15.1% | 78,763 | +20.3% | 0.52% | +17.1% |
| Q2 2022 | $5,482,000 | -35.3% | 65,492 | -18.4% | 0.44% | -20.3% |
| Q1 2022 | $8,476,000 | +2.5% | 80,211 | +12.2% | 0.56% | +7.1% |
| Q4 2021 | $8,266,000 | +27.7% | 71,484 | +13.1% | 0.52% | +19.2% |
| Q3 2021 | $6,473,000 | +20.6% | 63,206 | +12.4% | 0.44% | +21.7% |
| Q2 2021 | $5,367,000 | +35.7% | 56,227 | +28.6% | 0.36% | +28.2% |
| Q1 2021 | $3,956,000 | +6.4% | 43,721 | +4.4% | 0.28% | +10.2% |
| Q4 2020 | $3,719,000 | +24.8% | 41,894 | +12.6% | 0.25% | 0.0% |
| Q3 2020 | $2,979,000 | +22.5% | 37,221 | +10.3% | 0.25% | +10.4% |
| Q2 2020 | $2,432,000 | +29.2% | 33,751 | +2.4% | 0.23% | -14.5% |
| Q1 2020 | $1,883,000 | +1.5% | 32,972 | +20.2% | 0.27% | +35.9% |
| Q4 2019 | $1,855,000 | +25.0% | 27,433 | +16.4% | 0.20% | +17.2% |
| Q3 2019 | $1,484,000 | +37.2% | 23,569 | +36.5% | 0.17% | +35.2% |
| Q2 2019 | $1,082,000 | +18.4% | 17,265 | +14.0% | 0.12% | +9.6% |
| Q1 2019 | $914,000 | +33.6% | 15,140 | +16.6% | 0.11% | +22.6% |
| Q4 2018 | $684,000 | -54.3% | 12,979 | -46.1% | 0.09% | -44.3% |
| Q3 2018 | $1,497,000 | +26.5% | 24,089 | +17.1% | 0.17% | +16.8% |
| Q2 2018 | $1,183,000 | +37.2% | 20,577 | +30.4% | 0.14% | +27.7% |
| Q1 2018 | $862,000 | +38.1% | 15,781 | +36.1% | 0.11% | +31.8% |
| Q4 2017 | $624,000 | – | 11,596 | – | 0.08% | – |
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% |