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 | $851,365 | -2.8% | 8,978 | +0.1% | 0.53% | -3.6% |
| Q2 2023 | $876,006 | +6.9% | 8,972 | -2.8% | 0.55% | -3.8% |
| Q1 2023 | $819,490 | +10.5% | 9,232 | +2.6% | 0.57% | -7.4% |
| Q4 2022 | $741,695 | +1.0% | 9,000 | 0.0% | 0.62% | -4.0% |
| Q3 2022 | $734,000 | -4.2% | 9,000 | 0.0% | 0.64% | -3.6% |
| Q2 2022 | $766,000 | -20.8% | 9,000 | 0.0% | 0.67% | -2.9% |
| Q1 2022 | $967,000 | -8.6% | 9,000 | 0.0% | 0.69% | -5.1% |
| Q4 2021 | $1,058,000 | +8.6% | 9,000 | -5.3% | 0.73% | +0.7% |
| Q3 2021 | $974,000 | -0.6% | 9,507 | -2.0% | 0.72% | +5.6% |
| Q2 2021 | $980,000 | +7.6% | 9,702 | +0.3% | 0.68% | +0.4% |
| Q1 2021 | $911,000 | -17.1% | 9,677 | -18.9% | 0.68% | -21.0% |
| Q4 2020 | $1,099,000 | – | 11,928 | – | 0.86% | – |
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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% |