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 | $12,864 | -81.8% | 136 | -81.2% | 0.01% | -82.9% |
| Q2 2023 | $70,758 | -30.2% | 725 | -36.5% | 0.04% | -35.2% |
| Q1 2023 | $101,321 | +9.3% | 1,141 | +0.3% | 0.05% | 0.0% |
| Q4 2022 | $92,738 | +15.9% | 1,138 | +13.8% | 0.05% | +14.9% |
| Q3 2022 | $80,000 | -3.6% | 1,000 | +0.3% | 0.05% | -9.6% |
| Q2 2022 | $83,000 | -21.0% | 997 | +0.2% | 0.05% | 0.0% |
| Q1 2022 | $105,000 | +118.8% | 995 | +140.9% | 0.05% | +126.1% |
| Q4 2021 | $48,000 | +14.3% | 413 | +0.5% | 0.02% | -11.5% |
| Q3 2021 | $42,000 | 0.0% | 411 | 0.0% | 0.03% | 0.0% |
| Q2 2021 | $42,000 | +13.5% | 411 | +0.2% | 0.03% | -3.7% |
| Q1 2021 | $37,000 | – | 410 | – | 0.03% | – |
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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% |