ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 555 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.44 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $46,045,533,000 | +97585.0% | 485,559 | +0.6% | 10.83% | -10.9% |
| Q2 2023 | $47,136,731 | +25.0% | 482,760 | +13.6% | 12.15% | +17.6% |
| Q1 2023 | $37,724,369 | +2.9% | 424,968 | -5.5% | 10.33% | -6.0% |
| Q4 2022 | $36,661,293 | +5.3% | 449,721 | +3.6% | 10.98% | -5.5% |
| Q3 2022 | $34,809,000 | +1.9% | 434,142 | +6.3% | 11.62% | +7.8% |
| Q2 2022 | $34,169,000 | -21.8% | 408,231 | -1.3% | 10.78% | -15.9% |
| Q1 2022 | $43,720,000 | +16.4% | 413,777 | +23.3% | 12.82% | -20.6% |
| Q4 2021 | $37,550,000 | -21.5% | 335,565 | -28.2% | 16.14% | +12.8% |
| Q3 2021 | $47,856,000 | +4.6% | 467,301 | +3.1% | 14.32% | +3.5% |
| Q2 2021 | $45,773,000 | +19.2% | 453,289 | +7.2% | 13.82% | +3.6% |
| Q1 2021 | $38,386,000 | +3.8% | 422,802 | +1.4% | 13.34% | -6.2% |
| Q4 2020 | $36,969,000 | – | 416,835 | – | 14.22% | – |
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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% |