ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 555 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.44 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $978,000 | +51.2% | 15,596 | +53.4% | 2.00% | +225.9% |
| Q2 2019 | $647,000 | -38.4% | 10,169 | -41.6% | 0.61% | -28.1% |
| Q1 2019 | $1,051,000 | +78.1% | 17,419 | +55.7% | 0.85% | +45.9% |
| Q4 2018 | $590,000 | -35.7% | 11,191 | -24.3% | 0.58% | -25.8% |
| Q3 2018 | $917,000 | +30.8% | 14,781 | +34.2% | 0.79% | +5.8% |
| Q2 2018 | $701,000 | +68.9% | 11,014 | +44.2% | 0.74% | +85.5% |
| Q1 2018 | $415,000 | +53.7% | 7,638 | +58.4% | 0.40% | +64.3% |
| Q4 2017 | $270,000 | – | 4,821 | – | 0.24% | – |
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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% |