ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 535 filers reported holding ISHARES TR in Q4 2022. 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 | $11,030,895 | -11.6% | 117,550 | -6.1% | 4.53% | -2.2% |
| Q2 2023 | $12,483,865 | +10.5% | 125,202 | -1.0% | 4.63% | -2.4% |
| Q1 2023 | $11,295,424 | +19.6% | 126,517 | +10.9% | 4.75% | +20.2% |
| Q4 2022 | $9,442,493 | +83.6% | 114,109 | +86.4% | 3.95% | +80.3% |
| Q3 2022 | $5,143,000 | +8.0% | 61,213 | +7.6% | 2.19% | +14.2% |
| Q2 2022 | $4,763,000 | +70.2% | 56,909 | +91.4% | 1.92% | +87.9% |
| Q1 2022 | $2,798,000 | -15.2% | 29,734 | +4.2% | 1.02% | -14.1% |
| Q4 2021 | $3,301,000 | +8.3% | 28,541 | -4.1% | 1.19% | -4.6% |
| Q3 2021 | $3,047,000 | -9.0% | 29,749 | -10.2% | 1.24% | -17.1% |
| Q2 2021 | $3,347,000 | +4.2% | 33,144 | -1.0% | 1.50% | -19.8% |
| Q1 2021 | $3,211,000 | – | 33,492 | – | 1.87% | – |
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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% |