ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 451 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.60 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $85,442 | -2.9% | 901 | 0.0% | 0.04% | 0.0% |
| Q2 2023 | $87,974 | +10.0% | 901 | 0.0% | 0.04% | 0.0% |
| Q1 2023 | $79,982 | +8.9% | 901 | 0.0% | 0.04% | +2.6% |
| Q4 2022 | $73,450 | +2.0% | 901 | 0.0% | 0.04% | -2.6% |
| Q3 2022 | $72,000 | -4.0% | 901 | 0.0% | 0.04% | 0.0% |
| Q2 2022 | $75,000 | -21.1% | 901 | 0.0% | 0.04% | -11.4% |
| Q1 2022 | $95,000 | -8.7% | 901 | 0.0% | 0.04% | -6.4% |
| Q4 2021 | $104,000 | +13.0% | 901 | 0.0% | 0.05% | +2.2% |
| Q3 2021 | $92,000 | +1.1% | 901 | 0.0% | 0.05% | 0.0% |
| Q2 2021 | $91,000 | +11.0% | 901 | 0.0% | 0.05% | +2.2% |
| Q1 2021 | $82,000 | -18.0% | 901 | -19.7% | 0.04% | -23.7% |
| Q4 2020 | $100,000 | +6.4% | 1,122 | -4.8% | 0.06% | -6.3% |
| Q3 2020 | $94,000 | +10.6% | 1,179 | 0.0% | 0.06% | +1.6% |
| Q2 2020 | $85,000 | +26.9% | 1,179 | 0.0% | 0.06% | +5.1% |
| Q1 2020 | $67,000 | -17.3% | 1,179 | -1.8% | 0.06% | +3.5% |
| Q4 2019 | $81,000 | – | 1,201 | – | 0.06% | – |
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% |