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 | $21,746,144 | +4.1% | 229,317 | +7.1% | 10.08% | +8.5% |
Q2 2023 | $20,897,091 | +14.3% | 214,069 | +3.9% | 9.28% | +9.5% |
Q1 2023 | $18,285,740 | +59.2% | 206,034 | +46.3% | 8.48% | +53.6% |
Q4 2022 | $11,484,218 | +21.6% | 140,872 | +19.6% | 5.52% | +10.0% |
Q3 2022 | $9,447,000 | +29.7% | 117,808 | +35.4% | 5.02% | +35.2% |
Q2 2022 | $7,284,000 | -16.2% | 87,016 | +5.7% | 3.71% | -6.9% |
Q1 2022 | $8,695,000 | +53.1% | 82,285 | +67.5% | 3.99% | +50.6% |
Q4 2021 | $5,680,000 | +14.8% | 49,117 | +1.7% | 2.65% | +2.2% |
Q3 2021 | $4,948,000 | +3.0% | 48,314 | +1.5% | 2.59% | +2.5% |
Q2 2021 | $4,806,000 | +9.5% | 47,597 | -1.6% | 2.53% | -1.7% |
Q1 2021 | $4,390,000 | -47.2% | 48,359 | -48.4% | 2.57% | -47.8% |
Q4 2020 | $8,307,000 | +12.7% | 93,664 | +1.6% | 4.93% | -5.4% |
Q3 2020 | $7,372,000 | +7.0% | 92,179 | -3.9% | 5.21% | +1.7% |
Q2 2020 | $6,892,000 | +40.2% | 95,885 | +11.3% | 5.13% | +13.8% |
Q1 2020 | $4,917,000 | +42.1% | 86,122 | +68.4% | 4.51% | +51.4% |
Q4 2019 | $3,460,000 | – | 51,147 | – | 2.98% | – |
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% |