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 2023 | $252,566 | -2.9% | 2,663 | 0.0% | 0.13% | +2.3% |
| Q2 2023 | $260,050 | +10.2% | 2,663 | +0.2% | 0.13% | -0.8% |
| Q1 2023 | $236,000 | +9.2% | 2,659 | +0.3% | 0.13% | -2.2% |
| Q4 2022 | $216,135 | +2.0% | 2,651 | +0.2% | 0.13% | +1.5% |
| Q3 2022 | $212,000 | -4.1% | 2,646 | +0.2% | 0.13% | +3.1% |
| Q2 2022 | $221,000 | -20.5% | 2,640 | +0.2% | 0.13% | -3.8% |
| Q1 2022 | $278,000 | -8.6% | 2,636 | +0.2% | 0.13% | +3.1% |
| Q4 2021 | $304,000 | +17.8% | 2,632 | +4.7% | 0.13% | +4.0% |
| Q3 2021 | $258,000 | -2.3% | 2,515 | -3.8% | 0.12% | -4.6% |
| Q2 2021 | $264,000 | +10.9% | 2,614 | -0.1% | 0.13% | -6.5% |
| Q1 2021 | $238,000 | -11.5% | 2,616 | -13.8% | 0.14% | -12.6% |
| Q4 2020 | $269,000 | +11.2% | 3,036 | +0.4% | 0.16% | +3.2% |
| Q3 2020 | $242,000 | +11.5% | 3,025 | +0.2% | 0.15% | +0.7% |
| Q2 2020 | $217,000 | 0.0% | 3,018 | -5.9% | 0.15% | +1.3% |
| Q4 2019 | $217,000 | -31.3% | 3,206 | -36.2% | 0.15% | -35.5% |
| Q3 2019 | $316,000 | -25.3% | 5,027 | -25.5% | 0.23% | -33.0% |
| Q2 2019 | $423,000 | +4.2% | 6,745 | +0.3% | 0.35% | -3.9% |
| Q1 2019 | $406,000 | +15.0% | 6,723 | +0.3% | 0.36% | -2.4% |
| Q4 2018 | $353,000 | -18.1% | 6,706 | -3.3% | 0.37% | +16.2% |
| Q3 2018 | $431,000 | +4.4% | 6,936 | -3.9% | 0.32% | -1.8% |
| Q2 2018 | $413,000 | – | 7,220 | – | 0.33% | – |
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% |