ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 8 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $12,969,847 | +83.6% | 136,168 | +86.7% | 3.18% | +83.2% |
| Q2 2023 | $7,063,123 | +35.1% | 72,948 | +23.7% | 1.73% | +28.1% |
| Q1 2023 | $5,228,717 | -6.0% | 58,976 | -11.3% | 1.35% | -8.0% |
| Q4 2022 | $5,563,306 | +219.0% | 66,453 | +206.7% | 1.47% | +158.2% |
| Q3 2022 | $1,744,000 | -60.4% | 21,667 | -58.1% | 0.57% | -56.3% |
| Q2 2022 | $4,406,000 | -42.6% | 51,674 | -36.6% | 1.30% | -27.8% |
| Q1 2022 | $7,681,000 | +102.6% | 81,543 | +149.0% | 1.80% | +71.6% |
| Q4 2021 | $3,791,000 | +321.7% | 32,744 | +276.2% | 1.05% | +236.1% |
| Q3 2021 | $899,000 | +10.3% | 8,703 | +7.7% | 0.31% | +13.0% |
| Q2 2021 | $815,000 | -40.4% | 8,083 | -35.5% | 0.28% | -23.5% |
| Q1 2021 | $1,368,000 | +1.3% | 12,530 | -18.8% | 0.36% | -25.2% |
| Q4 2020 | $1,350,000 | -56.7% | 15,438 | -60.4% | 0.48% | -61.9% |
| Q3 2020 | $3,117,000 | +2.6% | 38,976 | -7.8% | 1.27% | -13.5% |
| Q2 2020 | $3,039,000 | +18.3% | 42,280 | -4.7% | 1.47% | -16.9% |
| Q1 2020 | $2,569,000 | – | 44,367 | – | 1.77% | – |
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% |