ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 535 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.03 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $294,625 | +7.0% | 3,106 | +10.1% | 0.12% | +7.0% |
| Q2 2023 | $275,478 | +10.0% | 2,821 | 0.0% | 0.11% | 0.0% |
| Q1 2023 | $250,452 | +10.8% | 2,821 | 0.0% | 0.11% | -5.0% |
| Q3 2022 | $226,000 | -4.2% | 2,821 | 0.0% | 0.12% | -8.4% |
| Q2 2022 | $236,000 | -26.2% | 2,821 | -6.8% | 0.13% | -18.1% |
| Q1 2022 | $320,000 | -8.6% | 3,026 | 0.0% | 0.16% | -8.0% |
| Q4 2021 | $350,000 | +12.9% | 3,026 | 0.0% | 0.17% | +2.4% |
| Q3 2021 | $310,000 | +1.3% | 3,026 | 0.0% | 0.17% | +1.8% |
| Q2 2021 | $306,000 | +11.3% | 3,026 | 0.0% | 0.17% | +4.4% |
| Q1 2021 | $275,000 | +2.6% | 3,026 | 0.0% | 0.16% | -5.9% |
| Q4 2020 | $268,000 | +10.7% | 3,026 | 0.0% | 0.17% | -6.1% |
| Q3 2020 | $242,000 | +8.5% | 3,026 | -2.6% | 0.18% | -15.4% |
| Q2 2020 | $223,000 | +7.2% | 3,108 | +1.1% | 0.21% | +12.0% |
| Q4 2019 | $208,000 | – | 3,075 | – | 0.19% | – |
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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% |