ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 468 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.29 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,688,413 | +2.2% | 38,895 | +5.2% | 1.67% | +4.4% |
| Q2 2023 | $3,608,579 | -26.6% | 36,958 | -33.3% | 1.60% | -23.8% |
| Q1 2023 | $4,916,793 | +4.6% | 55,388 | -3.9% | 2.10% | +0.8% |
| Q4 2022 | $4,698,731 | +20.8% | 57,639 | +18.8% | 2.08% | +11.2% |
| Q3 2022 | $3,889,000 | -1.3% | 48,499 | +3.1% | 1.87% | +3.4% |
| Q2 2022 | $3,939,000 | +29.6% | 47,060 | +63.5% | 1.81% | +44.2% |
| Q1 2022 | $3,040,000 | +9.5% | 28,775 | +19.9% | 1.26% | +17.2% |
| Q4 2021 | $2,776,000 | +12.1% | 24,006 | -0.7% | 1.07% | +6.2% |
| Q3 2021 | $2,477,000 | -2.1% | 24,187 | -3.5% | 1.01% | -2.9% |
| Q2 2021 | $2,530,000 | +32.7% | 25,057 | +19.3% | 1.04% | +22.7% |
| Q1 2021 | $1,907,000 | +1.9% | 21,009 | -0.5% | 0.85% | -3.3% |
| Q4 2020 | $1,872,000 | – | 21,107 | – | 0.88% | – |
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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% |