ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 360 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is 0.06 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,766,398 | -0.1% | 18,627 | +2.8% | 0.00% | – |
| Q2 2023 | $1,768,651 | +8.4% | 18,114 | -1.5% | 0.00% | – |
| Q1 2023 | $1,631,681 | +9.9% | 18,381 | +0.9% | 0.00% | – |
| Q4 2022 | $1,484,968 | -11.2% | 18,216 | -12.6% | 0.00% | – |
| Q3 2022 | $1,672,000 | -3.6% | 20,850 | +0.6% | 0.00% | – |
| Q2 2022 | $1,735,000 | -20.8% | 20,724 | -0.0% | 0.00% | – |
| Q1 2022 | $2,190,000 | -10.7% | 20,729 | -2.3% | 0.00% | – |
| Q4 2021 | $2,453,000 | +11.7% | 21,215 | -1.1% | 0.00% | – |
| Q3 2021 | $2,196,000 | +3.5% | 21,444 | +2.0% | 0.00% | – |
| Q2 2021 | $2,122,000 | +12.1% | 21,016 | +0.8% | 0.00% | – |
| Q1 2021 | $1,893,000 | +21.1% | 20,846 | +18.3% | 0.00% | – |
| Q4 2020 | $1,563,000 | +10.9% | 17,625 | 0.0% | 0.00% | – |
| Q3 2020 | $1,410,000 | +10.8% | 17,625 | -0.4% | 0.00% | – |
| Q2 2020 | $1,272,000 | +25.7% | 17,703 | -0.2% | 0.00% | – |
| Q1 2020 | $1,012,000 | -12.8% | 17,734 | +3.4% | 0.00% | – |
| Q4 2019 | $1,160,000 | +7.5% | 17,157 | 0.0% | 0.00% | – |
| Q3 2019 | $1,079,000 | +0.9% | 17,157 | +0.6% | 0.00% | – |
| Q2 2019 | $1,069,000 | +3.9% | 17,060 | 0.0% | 0.00% | – |
| Q1 2019 | $1,029,000 | +11.7% | 17,060 | -2.4% | 0.00% | – |
| Q4 2018 | $921,000 | +11.5% | 17,477 | +31.5% | 0.00% | – |
| Q3 2018 | $826,000 | +8.7% | 13,293 | 0.0% | 0.00% | – |
| Q2 2018 | $760,000 | – | 13,293 | – | 0.00% | – |
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% |