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 | $140,348 | -2.9% | 1,480 | 0.0% | 0.02% | -9.5% |
| Q2 2023 | $144,507 | +10.0% | 1,480 | 0.0% | 0.02% | 0.0% |
| Q1 2023 | $131,380 | +8.9% | 1,480 | 0.0% | 0.02% | -22.2% |
| Q4 2022 | $120,650 | +1.4% | 1,480 | 0.0% | 0.03% | -15.6% |
| Q3 2022 | $119,000 | -4.0% | 1,480 | 0.0% | 0.03% | +45.5% |
| Q2 2022 | $124,000 | -20.5% | 1,480 | 0.0% | 0.02% | -8.3% |
| Q1 2022 | $156,000 | -21.2% | 1,480 | -13.5% | 0.02% | 0.0% |
| Q4 2021 | $198,000 | +13.1% | 1,710 | 0.0% | 0.02% | -4.0% |
| Q3 2021 | $175,000 | +4.8% | 1,710 | +3.7% | 0.02% | -10.7% |
| Q2 2021 | $167,000 | +79.6% | 1,649 | +60.7% | 0.03% | +40.0% |
| Q1 2021 | $93,000 | – | 1,026 | – | 0.02% | – |
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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% |