ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 346 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is 0.56 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $38,785 | -2.9% | 409 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $39,935 | +10.0% | 409 | 0.0% | 0.01% | +9.1% |
| Q1 2023 | $36,307 | +34.1% | 409 | +23.2% | 0.01% | +10.0% |
| Q4 2022 | $27,065 | +0.2% | 332 | 0.0% | 0.01% | -9.1% |
| Q3 2022 | $27,000 | -82.0% | 332 | -74.4% | 0.01% | -79.2% |
| Q4 2021 | $150,000 | +12.8% | 1,299 | 0.0% | 0.05% | 0.0% |
| Q3 2021 | $133,000 | +79.7% | 1,299 | 0.0% | 0.05% | -1.9% |
| Q1 2020 | $74,000 | -77.6% | 1,299 | -73.4% | 0.05% | -77.7% |
| Q4 2019 | $331,000 | – | 4,890 | – | 0.24% | – |
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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% |