ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 414 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2023 | $535,067 | +11.3% | 5,480 | +1.2% | 0.11% | -4.3% |
Q1 2023 | $480,690 | +8.9% | 5,415 | 0.0% | 0.12% | +6.4% |
Q4 2022 | $441,431 | +0.6% | 5,415 | 0.0% | 0.11% | -5.2% |
Q3 2022 | $439,000 | -16.4% | 5,415 | -13.7% | 0.12% | -24.7% |
Q2 2022 | $525,000 | -8.2% | 6,272 | +15.8% | 0.15% | -14.4% |
Q1 2022 | $572,000 | -8.6% | 5,415 | 0.0% | 0.18% | -7.7% |
Q4 2021 | $626,000 | +11.2% | 5,415 | -1.4% | 0.20% | +1.0% |
Q3 2021 | $563,000 | +3.7% | 5,494 | +2.1% | 0.19% | +2.1% |
Q2 2021 | $543,000 | +11.7% | 5,379 | +0.6% | 0.19% | +0.5% |
Q1 2021 | $486,000 | +2.3% | 5,348 | -0.2% | 0.19% | -10.9% |
Q4 2020 | $475,000 | +10.0% | 5,360 | -0.7% | 0.21% | -2.3% |
Q3 2020 | $432,000 | +13.4% | 5,396 | +1.8% | 0.22% | +5.4% |
Q2 2020 | $381,000 | +25.7% | 5,300 | 0.0% | 0.20% | +2.5% |
Q1 2020 | $303,000 | -15.4% | 5,300 | 0.0% | 0.20% | -1.5% |
Q4 2019 | $358,000 | -78.2% | 5,300 | -79.7% | 0.20% | -79.5% |
Q3 2019 | $1,641,000 | +0.3% | 26,101 | 0.0% | 0.99% | -0.6% |
Q2 2019 | $1,636,000 | +3.9% | 26,101 | 0.0% | 0.99% | -1.0% |
Q1 2019 | $1,574,000 | +32.6% | 26,101 | +15.9% | 1.00% | +17.6% |
Q4 2018 | $1,187,000 | -14.6% | 22,528 | -3.7% | 0.85% | -8.0% |
Q3 2018 | $1,390,000 | +3.9% | 23,392 | 0.0% | 0.93% | -5.7% |
Q2 2018 | $1,338,000 | +5.4% | 23,392 | +0.6% | 0.98% | +2.0% |
Q1 2018 | $1,270,000 | +345.6% | 23,247 | +338.6% | 0.96% | +277.0% |
Q4 2017 | $285,000 | – | 5,300 | – | 0.26% | – |
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% |