ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 360 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is 0.06 and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $957,281 | -1.9% | 10,095 | +1.0% | 0.57% | +1.4% |
Q2 2023 | $976,318 | +16.3% | 9,999 | +5.7% | 0.56% | +10.8% |
Q1 2023 | $839,678 | +4.0% | 9,459 | -4.5% | 0.51% | +3.9% |
Q4 2022 | $807,282 | +0.0% | 9,903 | -1.7% | 0.49% | -12.6% |
Q3 2022 | $807,000 | -5.1% | 10,071 | -0.8% | 0.56% | -0.7% |
Q2 2022 | $850,000 | -22.4% | 10,156 | -2.0% | 0.57% | -12.9% |
Q1 2022 | $1,095,000 | -8.1% | 10,360 | +0.5% | 0.65% | -1.5% |
Q4 2021 | $1,192,000 | +12.9% | 10,308 | -0.0% | 0.66% | +3.1% |
Q3 2021 | $1,056,000 | +0.5% | 10,313 | -0.9% | 0.64% | +1.3% |
Q2 2021 | $1,051,000 | +8.2% | 10,404 | -2.7% | 0.63% | +1.3% |
Q1 2021 | $971,000 | +3.6% | 10,698 | +1.2% | 0.62% | -2.5% |
Q4 2020 | $937,000 | +11.4% | 10,568 | +0.5% | 0.64% | -2.3% |
Q3 2020 | $841,000 | +15.5% | 10,516 | +3.9% | 0.66% | +7.0% |
Q2 2020 | $728,000 | +37.9% | 10,122 | +9.5% | 0.61% | +14.2% |
Q1 2020 | $528,000 | +22.5% | 9,242 | +45.0% | 0.54% | +54.0% |
Q4 2019 | $431,000 | -11.7% | 6,375 | -18.0% | 0.35% | -17.5% |
Q3 2019 | $488,000 | – | 7,770 | – | 0.42% | – |
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% |