ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 346 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is 0.56 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,315,560 | +94.1% | 24,418 | +99.9% | 0.07% | -6.9% |
| Q2 2023 | $1,192,771 | +10.0% | 12,216 | 0.0% | 0.07% | -8.9% |
| Q1 2023 | $1,084,415 | +8.9% | 12,216 | 0.0% | 0.08% | +1.3% |
| Q4 2022 | $995,848 | +1.7% | 12,216 | +0.1% | 0.08% | -13.3% |
| Q3 2022 | $979,000 | +2287.8% | 12,209 | +2366.5% | 0.09% | +2900.0% |
| Q2 2022 | $41,000 | -75.7% | 495 | -69.0% | 0.00% | -72.7% |
| Q1 2022 | $169,000 | -8.2% | 1,595 | 0.0% | 0.01% | -15.4% |
| Q4 2021 | $184,000 | -2.6% | 1,595 | -13.6% | 0.01% | -7.1% |
| Q3 2021 | $189,000 | +1.6% | 1,845 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $186,000 | +10.7% | 1,845 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $168,000 | +36.6% | 1,845 | +33.2% | 0.01% | +27.3% |
| Q4 2020 | $123,000 | +10.8% | 1,385 | 0.0% | 0.01% | -8.3% |
| Q3 2020 | $111,000 | +11.0% | 1,385 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $100,000 | +26.6% | 1,385 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $79,000 | – | 1,385 | – | 0.01% | – |
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% |