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 | $279,542 | -5.9% | 2,947 | -3.2% | 0.05% | -11.7% |
Q2 2023 | $297,199 | +20.3% | 3,043 | +30.4% | 0.06% | -45.5% |
Q1 2022 | $247,000 | +1800.0% | 2,333 | +1781.5% | 0.11% | +1471.4% |
Q3 2021 | $13,000 | 0.0% | 124 | 0.0% | 0.01% | 0.0% |
Q2 2021 | $13,000 | +18.2% | 124 | 0.0% | 0.01% | +16.7% |
Q1 2021 | $11,000 | 0.0% | 124 | 0.0% | 0.01% | -14.3% |
Q4 2020 | $11,000 | +10.0% | 124 | 0.0% | 0.01% | -12.5% |
Q3 2020 | $10,000 | +11.1% | 124 | 0.0% | 0.01% | 0.0% |
Q2 2020 | $9,000 | – | 124 | – | 0.01% | – |
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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% |