ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 425 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,215,229 | +99820.1% | 23,360 | +2.9% | 1.21% | +6.2% |
| Q2 2023 | $2,217 | +5.3% | 22,699 | -4.3% | 1.14% | -5.6% |
| Q1 2023 | $2,106 | +8.9% | 23,730 | +0.0% | 1.21% | -14.6% |
| Q4 2022 | $1,934 | -99.9% | 23,729 | +5.0% | 1.42% | -0.7% |
| Q3 2022 | $1,812,000 | -13.6% | 22,606 | -6.9% | 1.43% | +0.6% |
| Q2 2022 | $2,097,000 | -22.4% | 24,289 | -5.0% | 1.42% | -21.6% |
| Q1 2022 | $2,702,000 | -8.1% | 25,574 | +0.6% | 1.81% | -9.2% |
| Q4 2021 | $2,940,000 | +11.5% | 25,433 | -1.2% | 1.99% | -0.6% |
| Q3 2021 | $2,637,000 | +4.4% | 25,750 | +2.9% | 2.01% | -11.6% |
| Q2 2021 | $2,526,000 | +20.2% | 25,019 | +8.1% | 2.27% | +17.4% |
| Q1 2021 | $2,101,000 | – | 23,154 | – | 1.93% | – |
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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% |