ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 358 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,277,821 | -0.6% | 24,020 | +2.4% | 1.09% | +0.5% |
| Q2 2023 | $2,291,128 | +16.0% | 23,465 | +5.5% | 1.09% | +11.4% |
| Q1 2023 | $1,974,991 | +21.1% | 22,248 | +11.2% | 0.98% | +24.0% |
| Q4 2022 | $1,630,723 | +5.1% | 20,004 | +3.3% | 0.79% | -6.8% |
| Q3 2022 | $1,552,000 | +8.2% | 19,357 | +13.0% | 0.84% | +17.4% |
| Q2 2022 | $1,434,000 | -11.9% | 17,131 | +11.2% | 0.72% | -6.9% |
| Q1 2022 | $1,628,000 | +2.5% | 15,407 | +12.1% | 0.77% | +6.3% |
| Q4 2021 | $1,589,000 | +32.1% | 13,740 | +17.0% | 0.73% | +23.3% |
| Q3 2021 | $1,203,000 | +7.9% | 11,747 | +6.4% | 0.59% | +21.9% |
| Q2 2021 | $1,115,000 | +19.1% | 11,045 | +7.2% | 0.48% | +9.5% |
| Q1 2021 | $936,000 | +6.4% | 10,306 | +3.8% | 0.44% | -3.1% |
| Q4 2020 | $880,000 | +17500.0% | 9,925 | +16722.0% | 0.46% | +15066.7% |
| Q3 2020 | $5,000 | +25.0% | 59 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $4,000 | +33.3% | 59 | 0.0% | 0.00% | +50.0% |
| Q1 2020 | $3,000 | – | 59 | – | 0.00% | – |
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% |