ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 8 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,600,733 | -3.1% | 27,425 | -0.2% | 0.22% | -3.9% |
| Q2 2023 | $2,683,355 | +3.5% | 27,482 | -5.9% | 0.23% | -5.0% |
| Q1 2023 | $2,591,996 | +5.3% | 29,199 | -3.3% | 0.24% | -4.0% |
| Q4 2022 | $2,460,500 | -58.6% | 30,182 | -59.4% | 0.25% | -26.2% |
| Q3 2022 | $5,945,000 | -2.6% | 74,263 | +1.8% | 0.34% | -3.1% |
| Q2 2022 | $6,106,000 | -22.4% | 72,982 | -2.1% | 0.35% | -8.1% |
| Q1 2022 | $7,873,000 | +40.6% | 74,510 | +53.9% | 0.38% | -30.9% |
| Q4 2021 | $5,601,000 | +16.0% | 48,406 | +1.5% | 0.55% | +11.5% |
| Q2 2021 | $4,827,000 | +64.9% | 47,712 | +48.0% | 0.50% | +25.9% |
| Q1 2021 | $2,928,000 | +2.2% | 32,246 | -0.1% | 0.39% | -6.2% |
| Q4 2020 | $2,864,000 | -29.3% | 32,290 | -36.3% | 0.42% | -36.6% |
| Q3 2020 | $4,053,000 | +12.1% | 50,663 | +0.7% | 0.66% | +0.9% |
| Q2 2020 | $3,616,000 | +11.5% | 50,305 | -11.4% | 0.66% | -11.8% |
| Q1 2020 | $3,242,000 | +40.3% | 56,785 | +66.2% | 0.74% | +112.6% |
| Q4 2019 | $2,311,000 | -21.7% | 34,169 | -27.1% | 0.35% | -43.0% |
| Q3 2019 | $2,950,000 | -1.1% | 46,882 | -1.3% | 0.61% | +56.6% |
| Q2 2019 | $2,984,000 | +12.5% | 47,521 | +7.6% | 0.39% | -33.7% |
| Q1 2019 | $2,653,000 | +13.9% | 44,148 | -0.1% | 0.59% | -5.6% |
| Q4 2018 | $2,329,000 | – | 44,201 | – | 0.63% | – |
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% |