ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 468 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.29 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $386,000 | -9.0% | 4,612 | +15.0% | 0.66% | +21.1% |
| Q1 2022 | $424,000 | -4.1% | 4,010 | +5.0% | 0.55% | -28.0% |
| Q4 2021 | $442,000 | -12.1% | 3,820 | -22.2% | 0.76% | -13.1% |
| Q3 2021 | $503,000 | +11.8% | 4,913 | +10.2% | 0.87% | +9.7% |
| Q2 2021 | $450,000 | -23.1% | 4,458 | -30.8% | 0.80% | -8.6% |
| Q1 2021 | $585,000 | -76.3% | 6,442 | -76.8% | 0.87% | -61.2% |
| Q4 2020 | $2,465,000 | -2.2% | 27,795 | -11.8% | 2.24% | -6.3% |
| Q3 2020 | $2,520,000 | -3.8% | 31,512 | -13.6% | 2.40% | -4.7% |
| Q2 2020 | $2,620,000 | +23.7% | 36,463 | -1.7% | 2.51% | -16.6% |
| Q1 2020 | $2,118,000 | -33.4% | 37,106 | -21.0% | 3.02% | -3.5% |
| Q4 2019 | $3,178,000 | – | 46,990 | – | 3.12% | – |
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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% |