ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 502 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,389,747 | -3.7% | 25,200 | -0.8% | 0.04% | -2.5% |
| Q2 2023 | $2,481,357 | +13.1% | 25,413 | +2.8% | 0.04% | +5.3% |
| Q1 2023 | $2,194,627 | +6.5% | 24,723 | -2.2% | 0.04% | 0.0% |
| Q4 2022 | $2,060,151 | +3.5% | 25,272 | +1.8% | 0.04% | -9.5% |
| Q3 2022 | $1,991,000 | -4.2% | 24,832 | +0.0% | 0.04% | -2.3% |
| Q2 2022 | $2,078,000 | -20.8% | 24,830 | +0.0% | 0.04% | -12.2% |
| Q1 2022 | $2,623,000 | -8.4% | 24,828 | +0.3% | 0.05% | -15.5% |
| Q4 2021 | $2,862,000 | – | 24,745 | – | 0.06% | – |
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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% |