ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 545 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 7.60 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,049,275 | +102.3% | 31,939 | +104.4% | 0.15% | -21.6% |
| Q2 2023 | $1,507,439 | -44.4% | 15,626 | -48.7% | 0.19% | +42.6% |
| Q1 2023 | $2,712,022 | +16.5% | 30,438 | +6.6% | 0.14% | +25.9% |
| Q4 2022 | $2,328,249 | +192.1% | 28,560 | +187.2% | 0.11% | +125.0% |
| Q3 2022 | $797,000 | +101.8% | 9,945 | +110.7% | 0.05% | +108.7% |
| Q2 2022 | $395,000 | -11.4% | 4,720 | +11.8% | 0.02% | +43.8% |
| Q1 2022 | $446,000 | -13.7% | 4,220 | -5.6% | 0.02% | -15.8% |
| Q4 2021 | $517,000 | – | 4,469 | – | 0.02% | – |
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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% |