ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 545 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 7.60 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,102,304 | -2.9% | 11,624 | 0.0% | 0.14% | +13.9% |
| Q2 2023 | $1,134,967 | -7.2% | 11,624 | -15.6% | 0.12% | -14.1% |
| Q1 2023 | $1,222,629 | +8.9% | 13,773 | 0.0% | 0.14% | +3.6% |
| Q4 2022 | $1,122,775 | +1.7% | 13,773 | 0.0% | 0.14% | -3.5% |
| Q3 2022 | $1,104,000 | -4.2% | 13,773 | 0.0% | 0.14% | +6.0% |
| Q2 2022 | $1,153,000 | -23.0% | 13,773 | -2.9% | 0.13% | -2.2% |
| Q1 2022 | $1,498,000 | -8.7% | 14,182 | 0.0% | 0.14% | -3.5% |
| Q4 2021 | $1,640,000 | +12.9% | 14,182 | 0.0% | 0.14% | -4.7% |
| Q3 2021 | $1,452,000 | +1.4% | 14,182 | 0.0% | 0.15% | -16.8% |
| Q2 2021 | $1,432,000 | -20.1% | 14,182 | -28.1% | 0.18% | -30.1% |
| Q1 2021 | $1,792,000 | -27.4% | 19,738 | -29.1% | 0.26% | -29.7% |
| Q4 2020 | $2,470,000 | +10.9% | 27,854 | 0.0% | 0.36% | +0.3% |
| Q3 2020 | $2,228,000 | +11.2% | 27,854 | -0.1% | 0.36% | -19.0% |
| Q2 2020 | $2,004,000 | +20.1% | 27,883 | -4.6% | 0.45% | -5.9% |
| Q1 2020 | $1,669,000 | -16.0% | 29,227 | -0.5% | 0.48% | +8.4% |
| Q4 2019 | $1,987,000 | – | 29,370 | – | 0.44% | – |
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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% |