ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 535 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.03 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $10,338,070 | -0.4% | 109,016 | +2.5% | 0.04% | 0.0% |
| Q2 2023 | $10,382,266 | +81534.4% | 106,332 | -25.8% | 0.04% | -27.3% |
| Q1 2023 | $12,718 | -8.8% | 143,289 | -16.3% | 0.06% | -21.4% |
| Q4 2022 | $13,950 | -99.8% | 171,131 | +106.4% | 0.07% | +105.9% |
| Q3 2022 | $6,646,000 | -5.8% | 82,896 | -1.7% | 0.03% | -8.1% |
| Q2 2022 | $7,057,000 | -22.0% | 84,315 | -1.6% | 0.04% | -15.9% |
| Q1 2022 | $9,049,000 | -13.4% | 85,644 | -5.2% | 0.04% | -10.2% |
| Q4 2021 | $10,446,000 | +144.8% | 90,332 | +116.8% | 0.05% | +122.7% |
| Q3 2021 | $4,267,000 | +20.9% | 41,673 | +19.2% | 0.02% | +10.0% |
| Q2 2021 | $3,530,000 | +176.9% | 34,957 | +148.8% | 0.02% | +122.2% |
| Q1 2021 | $1,275,000 | +43.3% | 14,051 | +39.9% | 0.01% | +28.6% |
| Q4 2020 | $890,000 | +18.4% | 10,041 | +6.7% | 0.01% | 0.0% |
| Q3 2020 | $752,000 | +53.5% | 9,408 | +38.1% | 0.01% | +40.0% |
| Q2 2020 | $490,000 | +51.2% | 6,813 | +19.9% | 0.01% | +25.0% |
| Q1 2020 | $324,000 | -20.4% | 5,684 | -5.5% | 0.00% | -20.0% |
| Q4 2019 | $407,000 | +60.9% | 6,016 | +49.3% | 0.01% | +66.7% |
| Q3 2019 | $253,000 | 0.0% | 4,029 | -0.3% | 0.00% | -25.0% |
| Q2 2019 | $253,000 | +35.3% | 4,041 | +30.5% | 0.00% | +33.3% |
| Q1 2019 | $187,000 | – | 3,097 | – | 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% |