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 | $16,796,371 | +39.2% | 177,121 | +43.4% | 1.98% | +46.8% |
Q2 2023 | $12,062,823 | +16.1% | 123,544 | +5.6% | 1.35% | +9.1% |
Q1 2023 | $10,385,602 | +23.7% | 116,994 | +13.6% | 1.24% | +17.5% |
Q4 2022 | $8,394,103 | +0.8% | 102,970 | -0.9% | 1.05% | -4.8% |
Q3 2022 | $8,328,000 | +0.8% | 103,870 | +5.3% | 1.11% | +5.6% |
Q2 2022 | $8,258,000 | -15.4% | 98,662 | +6.8% | 1.05% | -7.3% |
Q1 2022 | $9,764,000 | -4.0% | 92,405 | +5.0% | 1.13% | -5.4% |
Q4 2021 | $10,174,000 | +17.9% | 87,977 | +4.4% | 1.19% | +10.3% |
Q3 2021 | $8,629,000 | -0.3% | 84,260 | -1.7% | 1.08% | -0.9% |
Q2 2021 | $8,658,000 | +4.8% | 85,738 | -5.8% | 1.09% | -2.7% |
Q1 2021 | $8,262,000 | +23.1% | 91,004 | +20.3% | 1.12% | +10.0% |
Q4 2020 | $6,710,000 | +79.9% | 75,654 | +62.2% | 1.02% | +59.4% |
Q3 2020 | $3,730,000 | +80.8% | 46,641 | +62.5% | 0.64% | +68.0% |
Q2 2020 | $2,063,000 | +103.9% | 28,698 | +61.9% | 0.38% | +74.8% |
Q1 2020 | $1,012,000 | -29.1% | 17,723 | -16.0% | 0.22% | -7.6% |
Q4 2019 | $1,428,000 | +8.9% | 21,106 | +1.2% | 0.24% | +2.6% |
Q3 2019 | $1,311,000 | +0.4% | 20,856 | +0.1% | 0.23% | +1.8% |
Q2 2019 | $1,306,000 | +7.0% | 20,841 | +2.9% | 0.23% | +7.1% |
Q1 2019 | $1,221,000 | +18.7% | 20,251 | +3.7% | 0.21% | -3.2% |
Q4 2018 | $1,029,000 | +1559.7% | 19,520 | +1869.7% | 0.22% | +2080.0% |
Q3 2018 | $62,000 | +520.0% | 991 | +450.6% | 0.01% | +400.0% |
Q2 2018 | $10,000 | +42.9% | 180 | +111.8% | 0.00% | 0.0% |
Q4 2014 | $7,000 | +16.7% | 85 | 0.0% | 0.00% | +100.0% |
Q3 2014 | $6,000 | 0.0% | 85 | 0.0% | 0.00% | 0.0% |
Q2 2014 | $6,000 | – | 85 | – | 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% |