ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 539 filers reported holding ISHARES TR in Q1 2023. 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 | $567,275 | -2.9% | 5,982 | 0.0% | 0.01% | 0.0% |
Q2 2023 | $584,085 | +10.2% | 5,982 | +0.2% | 0.01% | 0.0% |
Q1 2023 | $529,791 | +4.3% | 5,968 | -4.2% | 0.01% | -14.3% |
Q4 2022 | $507,886 | +6.7% | 6,230 | +5.0% | 0.01% | +7.7% |
Q3 2022 | $476,000 | -3.8% | 5,932 | +0.3% | 0.01% | -13.3% |
Q2 2022 | $495,000 | -20.7% | 5,914 | +0.2% | 0.02% | 0.0% |
Q1 2022 | $624,000 | -10.9% | 5,902 | -2.5% | 0.02% | -6.2% |
Q4 2021 | $700,000 | +38.1% | 6,055 | +22.2% | 0.02% | +23.1% |
Q3 2021 | $507,000 | +0.4% | 4,955 | -0.9% | 0.01% | -13.3% |
Q2 2021 | $505,000 | +16.4% | 5,001 | +4.7% | 0.02% | -16.7% |
Q1 2021 | $434,000 | +14.2% | 4,775 | +0.4% | 0.02% | -10.0% |
Q3 2020 | $380,000 | +11.4% | 4,754 | +0.3% | 0.02% | -9.1% |
Q2 2020 | $341,000 | +26.3% | 4,740 | +0.3% | 0.02% | 0.0% |
Q1 2020 | $270,000 | -15.4% | 4,728 | +0.3% | 0.02% | -21.4% |
Q4 2019 | $319,000 | – | 4,713 | – | 0.03% | – |
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% |