ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 8 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $379 | -3.1% | 4 | 0.0% | 0.00% | – |
| Q2 2023 | $391 | +10.1% | 4 | 0.0% | 0.00% | – |
| Q1 2023 | $355 | +8.9% | 4 | 0.0% | 0.00% | – |
| Q4 2022 | $326 | -98.9% | 4 | -98.9% | 0.00% | -100.0% |
| Q3 2022 | $29,000 | -9.4% | 360 | -5.8% | 0.01% | -10.0% |
| Q2 2022 | $32,000 | -30.4% | 382 | -11.6% | 0.01% | -16.7% |
| Q1 2022 | $46,000 | +4.5% | 432 | +13.1% | 0.01% | 0.0% |
| Q4 2021 | $44,000 | +12.8% | 382 | 0.0% | 0.01% | +9.1% |
| Q3 2021 | $39,000 | 0.0% | 382 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $39,000 | +14.7% | 382 | 0.0% | 0.01% | +22.2% |
| Q1 2021 | $34,000 | 0.0% | 382 | -2.6% | 0.01% | -10.0% |
| Q4 2020 | $34,000 | +13.3% | 392 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $30,000 | – | 392 | – | 0.01% | – |
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% |