ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 545 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 7.60 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $276,414 | -7.7% | 2,915 | -5.0% | 0.04% | -2.2% |
| Q2 2023 | $299,449 | +6.9% | 3,067 | -2.9% | 0.04% | 0.0% |
| Q1 2023 | $280,215 | +7.5% | 3,157 | -1.3% | 0.04% | -2.2% |
| Q4 2022 | $260,690 | +2.6% | 3,198 | +0.9% | 0.05% | -8.0% |
| Q3 2022 | $254,000 | -20.4% | 3,169 | -16.9% | 0.05% | -18.0% |
| Q2 2022 | $319,000 | -47.4% | 3,815 | -33.6% | 0.06% | -50.8% |
| Q1 2022 | $607,000 | -30.9% | 5,743 | -24.4% | 0.12% | -29.9% |
| Q4 2021 | $879,000 | +11.4% | 7,600 | -1.4% | 0.18% | 0.0% |
| Q3 2021 | $789,000 | -16.8% | 7,706 | -17.9% | 0.18% | -20.6% |
| Q2 2021 | $948,000 | -17.5% | 9,383 | -25.9% | 0.22% | -30.7% |
| Q1 2021 | $1,149,000 | -0.7% | 12,660 | -2.9% | 0.32% | -5.6% |
| Q4 2020 | $1,157,000 | +10.4% | 13,043 | -0.5% | 0.34% | -9.5% |
| Q3 2020 | $1,048,000 | +14.3% | 13,104 | +2.7% | 0.38% | +4.1% |
| Q2 2020 | $917,000 | +12.1% | 12,759 | -10.9% | 0.36% | -17.9% |
| Q1 2020 | $818,000 | – | 14,320 | – | 0.44% | – |
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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% |