ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 539 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.03 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $326,689 | -15.8% | 3,445 | -13.3% | 0.05% | +31.7% |
| Q2 2023 | $387,924 | +10.0% | 3,973 | 0.0% | 0.04% | +2.5% |
| Q1 2023 | $352,683 | +8.9% | 3,973 | 0.0% | 0.04% | 0.0% |
| Q4 2022 | $323,879 | +0.9% | 3,973 | -0.7% | 0.04% | -9.1% |
| Q3 2022 | $321,000 | -4.2% | 4,000 | 0.0% | 0.04% | 0.0% |
| Q2 2022 | $335,000 | -32.0% | 4,000 | -14.3% | 0.04% | -20.0% |
| Q1 2022 | $493,000 | -49.2% | 4,666 | -44.4% | 0.06% | -47.1% |
| Q4 2021 | $971,000 | +28.1% | 8,399 | +13.5% | 0.10% | +4.0% |
| Q3 2021 | $758,000 | +104.3% | 7,403 | +101.7% | 0.10% | +66.7% |
| Q2 2021 | $371,000 | +16.7% | 3,670 | +4.7% | 0.06% | -7.7% |
| Q1 2021 | $318,000 | +3.9% | 3,505 | +1.7% | 0.06% | -30.9% |
| Q4 2020 | $306,000 | – | 3,445 | – | 0.09% | – |
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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% |