ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 425 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,545,169 | -3.4% | 16,290 | -0.6% | 0.06% | -4.5% |
| Q2 2023 | $1,599,989 | +3.7% | 16,388 | -5.7% | 0.07% | -6.9% |
| Q1 2023 | $1,542,205 | +5.5% | 17,379 | -3.1% | 0.07% | -4.0% |
| Q4 2022 | $1,461,311 | +55.5% | 17,927 | +52.9% | 0.08% | +41.5% |
| Q3 2022 | $940,000 | -3.5% | 11,725 | +0.8% | 0.05% | -1.9% |
| Q2 2022 | $974,000 | -21.7% | 11,633 | -0.9% | 0.05% | -26.0% |
| Q1 2022 | $1,244,000 | -8.7% | 11,744 | -0.6% | 0.07% | -13.1% |
| Q4 2021 | $1,362,000 | +14.6% | 11,819 | +1.8% | 0.08% | +2.4% |
| Q3 2021 | $1,188,000 | +14.2% | 11,605 | +12.3% | 0.08% | +6.5% |
| Q2 2021 | $1,040,000 | +293.9% | 10,336 | +255.7% | 0.08% | +208.0% |
| Q1 2021 | $264,000 | -16.2% | 2,906 | -18.3% | 0.02% | -24.2% |
| Q4 2020 | $315,000 | +4.0% | 3,558 | -6.1% | 0.03% | -10.8% |
| Q3 2020 | $303,000 | +10.2% | 3,789 | -0.6% | 0.04% | -17.8% |
| Q2 2020 | $275,000 | +34.8% | 3,810 | +6.4% | 0.04% | -16.7% |
| Q1 2020 | $204,000 | -17.1% | 3,580 | -1.7% | 0.05% | -1.8% |
| Q4 2019 | $246,000 | +4.7% | 3,641 | -2.7% | 0.06% | -3.5% |
| Q3 2019 | $235,000 | – | 3,743 | – | 0.06% | – |
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% |