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 | $1,587,194 | -3.2% | 13,719 | -2.5% | 0.02% | +6.2% |
| Q2 2023 | $1,639,622 | +6.0% | 14,064 | -2.6% | 0.02% | 0.0% |
| Q1 2023 | $1,547,167 | +3.6% | 14,442 | -5.1% | 0.02% | 0.0% |
| Q4 2022 | $1,493,485 | -4.0% | 15,224 | -2.1% | 0.02% | -11.1% |
| Q3 2022 | $1,555,777 | -51.4% | 15,552 | -49.9% | 0.02% | -50.0% |
| Q2 2022 | $3,203,083 | -24.4% | 31,072 | -8.7% | 0.04% | -12.2% |
| Q1 2022 | $4,237,940 | -6.8% | 34,044 | +2.6% | 0.04% | -6.8% |
| Q4 2021 | $4,547,857 | – | 33,184 | – | 0.04% | – |
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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% |