ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 539 filers reported holding ISHARES TR in Q1 2023. 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 | $835,330 | +3.3% | 8,809 | +6.3% | 0.75% | +1.2% |
| Q2 2023 | $808,822 | +26.5% | 8,284 | +14.2% | 0.74% | +15.2% |
| Q1 2023 | $639,552 | +33.7% | 7,254 | +23.6% | 0.64% | +22.0% |
| Q4 2022 | $478,484 | +39.1% | 5,870 | +36.9% | 0.53% | +26.4% |
| Q3 2022 | $344,000 | +16.2% | 4,288 | +21.4% | 0.42% | +16.8% |
| Q2 2022 | $296,000 | -19.1% | 3,531 | +1.8% | 0.36% | -7.3% |
| Q1 2022 | $366,000 | +8.6% | 3,468 | +18.9% | 0.38% | +12.9% |
| Q4 2021 | $337,000 | – | 2,916 | – | 0.34% | – |
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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% |