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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $202,000 | -3.8% | 1,748 | -15.8% | 0.01% | -26.7% |
| Q2 2021 | $210,000 | -88.0% | 2,077 | -89.2% | 0.02% | -89.1% |
| Q1 2021 | $1,750,000 | +0.1% | 19,270 | -2.2% | 0.14% | -13.2% |
| Q4 2020 | $1,748,000 | +13.9% | 19,711 | +2.7% | 0.16% | -3.6% |
| Q3 2020 | $1,535,000 | +2.5% | 19,197 | -7.8% | 0.16% | -12.7% |
| Q2 2020 | $1,497,000 | +32.4% | 20,824 | +5.1% | 0.19% | +5.6% |
| Q1 2020 | $1,131,000 | -22.1% | 19,813 | -7.7% | 0.18% | -10.5% |
| Q4 2019 | $1,451,000 | – | 21,459 | – | 0.20% | – |
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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% |