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 | $1,921,390 | -2.5% | 20,187 | 0.0% | 0.07% | 0.0% |
| Q2 2023 | $1,971,059 | +10.0% | 20,187 | 0.0% | 0.07% | +4.6% |
| Q1 2023 | $1,792,000 | +8.9% | 20,187 | 0.0% | 0.06% | +8.3% |
| Q4 2022 | $1,646,265 | -1.2% | 20,187 | -2.9% | 0.06% | -10.4% |
| Q3 2022 | $1,666,000 | -4.2% | 20,782 | 0.0% | 0.07% | +4.7% |
| Q2 2022 | $1,739,000 | -20.8% | 20,782 | 0.0% | 0.06% | -11.1% |
| Q1 2022 | $2,196,000 | -8.6% | 20,782 | 0.0% | 0.07% | -5.3% |
| Q4 2021 | $2,403,000 | +36.5% | 20,782 | +20.9% | 0.08% | +15.2% |
| Q3 2021 | $1,760,000 | +25.6% | 17,192 | +23.9% | 0.07% | +24.5% |
| Q2 2021 | $1,401,000 | +71.7% | 13,872 | +54.4% | 0.05% | +43.2% |
| Q1 2021 | $816,000 | +184.3% | 8,985 | +177.3% | 0.04% | +94.7% |
| Q4 2020 | $287,000 | +192.9% | 3,240 | +165.6% | 0.02% | +137.5% |
| Q3 2020 | $98,000 | +11.4% | 1,220 | 0.0% | 0.01% | -11.1% |
| Q2 2020 | $88,000 | -99.9% | 1,220 | 0.0% | 0.01% | -10.0% |
| Q1 2020 | $69,650,000 | -41.0% | 1,220 | -35.0% | 0.01% | -33.3% |
| Q3 2019 | $118,006,000 | – | 1,877 | – | 0.02% | – |
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% |