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 | $110 | -2.7% | 1,156 | 0.0% | 0.04% | -7.1% |
| Q2 2023 | $113 | 0.0% | 1,156 | -9.5% | 0.04% | 0.0% |
| Q1 2023 | $113 | +8.7% | 1,277 | -0.1% | 0.04% | +2.4% |
| Q4 2022 | $104 | -99.9% | 1,278 | -1.3% | 0.04% | -16.3% |
| Q3 2022 | $104,000 | -3.7% | 1,295 | +0.1% | 0.05% | +6.5% |
| Q2 2022 | $108,000 | -28.5% | 1,294 | -9.7% | 0.05% | -16.4% |
| Q1 2022 | $151,000 | -15.6% | 1,433 | -7.6% | 0.06% | -11.3% |
| Q4 2021 | $179,000 | +10.5% | 1,551 | -1.7% | 0.06% | -1.6% |
| Q3 2021 | $162,000 | +14.9% | 1,578 | +13.3% | 0.06% | +10.5% |
| Q2 2021 | $141,000 | +182.0% | 1,393 | +154.2% | 0.06% | +128.0% |
| Q1 2021 | $50,000 | -12.3% | 548 | -14.2% | 0.02% | -16.7% |
| Q4 2020 | $57,000 | +7.5% | 639 | -3.3% | 0.03% | -6.2% |
| Q3 2020 | $53,000 | +10.4% | 661 | 0.0% | 0.03% | 0.0% |
| Q2 2020 | $48,000 | +23.1% | 661 | -4.1% | 0.03% | -8.6% |
| Q1 2020 | $39,000 | -17.0% | 689 | 0.0% | 0.04% | 0.0% |
| Q4 2019 | $47,000 | +261.5% | 689 | +222.0% | 0.04% | +250.0% |
| Q3 2019 | $13,000 | 0.0% | 214 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $13,000 | 0.0% | 214 | 0.0% | 0.01% | -9.1% |
| Q1 2019 | $13,000 | – | 214 | – | 0.01% | – |
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% |