ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 425 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $464,288 | +0.0% | 4,896 | +3.0% | 0.12% | +3.4% |
| Q2 2023 | $464,083 | -2.6% | 4,753 | -11.5% | 0.12% | -5.6% |
| Q1 2023 | $476,695 | +13.6% | 5,370 | +4.3% | 0.12% | +8.8% |
| Q4 2022 | $419,665 | +19.6% | 5,148 | +17.7% | 0.11% | +5.6% |
| Q3 2022 | $351,000 | +13.2% | 4,374 | +18.2% | 0.11% | +16.1% |
| Q2 2022 | $310,000 | +4.7% | 3,701 | +32.2% | 0.09% | +10.7% |
| Q1 2022 | $296,000 | +24.9% | 2,799 | +36.7% | 0.08% | +16.7% |
| Q4 2021 | $237,000 | +63.4% | 2,048 | +44.6% | 0.07% | +46.9% |
| Q3 2021 | $145,000 | +38.1% | 1,416 | +36.4% | 0.05% | +36.1% |
| Q2 2021 | $105,000 | +114.3% | 1,038 | +92.2% | 0.04% | +100.0% |
| Q1 2021 | $49,000 | +122.7% | 540 | +116.0% | 0.02% | +100.0% |
| Q4 2020 | $22,000 | +100.0% | 250 | +85.2% | 0.01% | +80.0% |
| Q3 2020 | $11,000 | +83.3% | 135 | +70.9% | 0.01% | +66.7% |
| Q2 2020 | $6,000 | +50.0% | 79 | +25.4% | 0.00% | +50.0% |
| Q1 2020 | $4,000 | +300.0% | 63 | +250.0% | 0.00% | – |
| Q4 2019 | $1,000 | 0.0% | 18 | +100.0% | 0.00% | -100.0% |
| Q3 2019 | $1,000 | – | 9 | – | 0.00% | – |
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% |