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 | $998,573 | +3.5% | 10,530 | +6.5% | 0.10% | +5.4% |
Q2 2023 | $965,187 | +29.9% | 9,885 | +18.1% | 0.09% | +17.9% |
Q1 2023 | $743,057 | +11.1% | 8,371 | +2.1% | 0.08% | +6.8% |
Q4 2022 | $668,570 | +5.5% | 8,201 | +3.7% | 0.07% | +4.3% |
Q3 2022 | $634,000 | -1.4% | 7,910 | +2.9% | 0.07% | +4.5% |
Q2 2022 | $643,000 | -3.0% | 7,685 | +22.5% | 0.07% | +13.6% |
Q1 2022 | $663,000 | – | 6,271 | – | 0.06% | – |
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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% |