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 | $23,030,163 | -5.5% | 242,857 | -2.7% | 17.82% | -0.8% |
| Q2 2023 | $24,363,573 | +12.8% | 249,525 | +2.5% | 17.97% | +3.3% |
| Q1 2023 | $21,607,537 | +14.5% | 243,410 | +5.2% | 17.38% | +8.6% |
| Q4 2022 | $18,866,492 | +6.2% | 231,434 | +4.5% | 16.00% | -12.3% |
| Q3 2022 | $17,760,000 | +0.7% | 221,508 | +5.2% | 18.26% | +6.3% |
| Q2 2022 | $17,629,000 | – | 210,626 | – | 17.17% | – |
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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% |