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 | $59,885 | +3.2% | 631 | +6.2% | 0.01% | 0.0% |
| Q2 2023 | $58,047 | +6.1% | 594 | -3.6% | 0.01% | -18.8% |
| Q1 2023 | $54,693 | -29.7% | 616 | -35.4% | 0.02% | -30.4% |
| Q4 2022 | $77,773 | +52.5% | 954 | +56.1% | 0.02% | +64.3% |
| Q2 2022 | $51,000 | -26.1% | 611 | -6.7% | 0.01% | -22.2% |
| Q1 2022 | $69,000 | -1.4% | 655 | +7.7% | 0.02% | +5.9% |
| Q4 2021 | $70,000 | +3400.0% | 608 | +2543.5% | 0.02% | +1600.0% |
| Q3 2021 | $2,000 | 0.0% | 23 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $2,000 | 0.0% | 23 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $2,000 | -98.6% | 23 | -98.5% | 0.00% | -99.1% |
| Q4 2020 | $139,000 | – | 1,570 | – | 0.11% | – |
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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% |