ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 451 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.60 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $226,928 | -2.9% | 2,393 | 0.0% | 0.02% | -4.3% |
| Q2 2023 | $233,653 | +10.0% | 2,393 | 0.0% | 0.02% | 0.0% |
| Q1 2023 | $212,427 | -6.6% | 2,393 | -14.2% | 0.02% | -14.8% |
| Q4 2022 | $227,441 | -2.8% | 2,790 | 0.0% | 0.03% | -10.0% |
| Q3 2022 | $234,000 | -1.3% | 2,790 | 0.0% | 0.03% | -11.8% |
| Q2 2022 | $237,000 | -19.7% | 2,790 | 0.0% | 0.03% | -20.9% |
| Q1 2022 | $295,000 | -8.7% | 2,790 | 0.0% | 0.04% | -18.9% |
| Q4 2021 | $323,000 | +12.9% | 2,790 | 0.0% | 0.05% | +1.9% |
| Q3 2021 | $286,000 | +1.4% | 2,790 | 0.0% | 0.05% | -20.0% |
| Q2 2021 | $282,000 | – | 2,790 | – | 0.06% | – |
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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% |