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 | $4,183,579 | +125.0% | 44,115 | +131.7% | 0.05% | +73.3% |
| Q2 2023 | $1,859,285 | +27.3% | 19,041 | +15.7% | 0.03% | +20.0% |
| Q1 2023 | $1,460,403 | +47.0% | 16,452 | +35.0% | 0.02% | +31.6% |
| Q4 2022 | $993,656 | -2.2% | 12,189 | -3.8% | 0.02% | -17.4% |
| Q3 2022 | $1,016,000 | +19.8% | 12,674 | +24.9% | 0.02% | +27.8% |
| Q2 2022 | $848,000 | -56.2% | 10,150 | -44.6% | 0.02% | -33.3% |
| Q1 2022 | $1,937,000 | +38.9% | 18,337 | +52.0% | 0.03% | -25.0% |
| Q4 2021 | $1,395,000 | +2.3% | 12,066 | -9.4% | 0.04% | +5.9% |
| Q3 2021 | $1,364,000 | -5.9% | 13,317 | -7.3% | 0.03% | -33.3% |
| Q2 2021 | $1,450,000 | +7.8% | 14,361 | -3.1% | 0.05% | -38.6% |
| Q1 2021 | $1,345,000 | -9.0% | 14,814 | -11.0% | 0.08% | -17.8% |
| Q4 2020 | $1,478,000 | +18.3% | 16,637 | +6.5% | 0.10% | -16.5% |
| Q3 2020 | $1,249,000 | +3.7% | 15,617 | -6.6% | 0.12% | 0.0% |
| Q2 2020 | $1,204,000 | +13.3% | 16,720 | -9.9% | 0.12% | -28.4% |
| Q1 2020 | $1,063,000 | – | 18,561 | – | 0.17% | – |
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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% |