ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 414 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $501,000 | -4.0% | 6,243 | +0.1% | 0.07% | -2.6% |
| Q2 2022 | $522,000 | -20.1% | 6,237 | +0.9% | 0.08% | -8.4% |
| Q1 2022 | $653,000 | -12.5% | 6,180 | -4.2% | 0.08% | -11.7% |
| Q4 2021 | $746,000 | +11.3% | 6,449 | -1.5% | 0.09% | +5.6% |
| Q3 2021 | $670,000 | -7.3% | 6,544 | -8.6% | 0.09% | -8.2% |
| Q2 2021 | $723,000 | +5.4% | 7,161 | -5.2% | 0.10% | -2.0% |
| Q1 2021 | $686,000 | -6.5% | 7,557 | -8.7% | 0.10% | -15.4% |
| Q4 2020 | $734,000 | – | 8,278 | – | 0.12% | – |
Download | ||||||
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% |