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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $902,370 | -1.5% | 9,516 | +1.4% | 0.11% | +1.9% |
| Q2 2023 | $916,126 | +12.1% | 9,383 | +1.9% | 0.11% | +7.1% |
| Q1 2023 | $817,110 | +11.0% | 9,205 | +1.9% | 0.10% | +7.6% |
| Q4 2022 | $736,256 | +7.6% | 9,032 | +5.9% | 0.09% | -3.2% |
| Q3 2022 | $684,000 | -1.2% | 8,529 | +3.2% | 0.10% | -39.1% |
| Q2 2022 | $692,000 | -20.7% | 8,265 | 0.0% | 0.16% | +50.0% |
| Q1 2022 | $873,000 | -8.7% | 8,265 | 0.0% | 0.10% | -9.6% |
| Q4 2021 | $956,000 | +10.9% | 8,265 | -1.9% | 0.12% | 0.0% |
| Q3 2021 | $862,000 | +1.4% | 8,421 | 0.0% | 0.12% | -38.5% |
| Q2 2021 | $850,000 | +11.1% | 8,421 | 0.0% | 0.19% | +0.5% |
| Q1 2021 | $765,000 | +2.4% | 8,421 | 0.0% | 0.19% | -4.1% |
| Q4 2020 | $747,000 | +10.8% | 8,421 | 0.0% | 0.19% | -7.6% |
| Q3 2020 | $674,000 | +11.4% | 8,421 | 0.0% | 0.21% | 0.0% |
| Q2 2020 | $605,000 | +25.8% | 8,421 | 0.0% | 0.21% | +1.0% |
| Q1 2020 | $481,000 | -13.2% | 8,421 | +2.9% | 0.21% | +3.5% |
| Q4 2019 | $554,000 | – | 8,185 | – | 0.20% | – |
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% |