ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 8 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $515,300 | -2.9% | 5,434 | 0.0% | 0.37% | -1.3% |
| Q2 2023 | $530,569 | +10.2% | 5,434 | 0.0% | 0.37% | +1.9% |
| Q1 2023 | $481,532 | +5.4% | 5,434 | -3.0% | 0.37% | -5.2% |
| Q4 2022 | $456,780 | -59.3% | 5,603 | -58.0% | 0.39% | -60.5% |
| Q3 2022 | $1,121,000 | -4.1% | 13,329 | +0.0% | 0.98% | -1.2% |
| Q2 2022 | $1,169,000 | -9.0% | 13,326 | +0.3% | 0.99% | -5.4% |
| Q1 2022 | $1,285,000 | -27.3% | 13,284 | -13.1% | 1.05% | -21.2% |
| Q4 2021 | $1,767,000 | – | 15,279 | – | 1.33% | – |
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% |