ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 492 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $143,365 | +8.3% | 1,468,298 | -1.5% | 2.19% | +4.2% |
Q2 2023 | $132,382 | +7.8% | 1,491,297 | -1.0% | 2.10% | +4.3% |
Q1 2023 | $122,772 | +5.8% | 1,506,034 | +4.0% | 2.01% | -3.0% |
Q4 2022 | $116,081 | -99.9% | 1,447,755 | +1.8% | 2.08% | -0.8% |
Q3 2022 | $119,054,000 | -23.5% | 1,422,398 | -3.4% | 2.09% | -13.5% |
Q2 2022 | $155,638,000 | – | 1,473,013 | – | 2.42% | – |
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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% |