ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 516 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $714,149 | +82.2% | 7,531 | +87.6% | 0.03% | +73.3% |
| Q2 2023 | $392,008 | +18.6% | 4,015 | +7.8% | 0.02% | +7.1% |
| Q1 2023 | $330,668 | +1.4% | 3,725 | -6.9% | 0.01% | 0.0% |
| Q4 2022 | $326,080 | +51.7% | 4,000 | +49.1% | 0.01% | +40.0% |
| Q3 2022 | $215,000 | -17.6% | 2,683 | +18.7% | 0.01% | -9.1% |
| Q4 2021 | $261,000 | -19.7% | 2,260 | -28.8% | 0.01% | -26.7% |
| Q3 2021 | $325,000 | -14.0% | 3,173 | -15.0% | 0.02% | -21.1% |
| Q2 2021 | $378,000 | +24.3% | 3,732 | +13.0% | 0.02% | +11.8% |
| Q1 2021 | $304,000 | -3.5% | 3,302 | -7.0% | 0.02% | -26.1% |
| Q4 2020 | $315,000 | +11.7% | 3,552 | +0.8% | 0.02% | -8.0% |
| Q3 2020 | $282,000 | +10.6% | 3,525 | -0.7% | 0.02% | -3.8% |
| Q2 2020 | $255,000 | – | 3,549 | – | 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% |