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 | $9,805,728 | +13.5% | 103,403 | +16.9% | 6.65% | +10.2% |
| Q2 2023 | $8,640,039 | +33.3% | 88,489 | +21.2% | 6.03% | +17.6% |
| Q1 2023 | $6,481,830 | +33.4% | 73,018 | +22.5% | 5.13% | +18.7% |
| Q4 2022 | $4,857,340 | +5.8% | 59,585 | +4.1% | 4.32% | +1.5% |
| Q3 2022 | $4,591,000 | -1.1% | 57,253 | +3.2% | 4.26% | +2.1% |
| Q2 2022 | $4,642,000 | +9.8% | 55,465 | +38.6% | 4.17% | +11.2% |
| Q1 2022 | $4,229,000 | +6.4% | 40,022 | +16.5% | 3.75% | +8.1% |
| Q4 2021 | $3,973,000 | +23.2% | 34,358 | +9.1% | 3.46% | +15.2% |
| Q3 2021 | $3,225,000 | -0.5% | 31,487 | -1.9% | 3.01% | -3.7% |
| Q2 2021 | $3,240,000 | +18.5% | 32,090 | +6.5% | 3.12% | +7.9% |
| Q1 2021 | $2,735,000 | +14.4% | 30,119 | +11.7% | 2.89% | +23.4% |
| Q4 2020 | $2,391,000 | – | 26,960 | – | 2.35% | – |
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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% |