ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 8 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,287 | -35.2% | 24,116 | -33.3% | 0.01% | -35.7% |
| Q2 2023 | $3,531 | +584.3% | 36,160 | +522.1% | 0.01% | +600.0% |
| Q1 2023 | $516 | -84.8% | 5,813 | -86.0% | 0.00% | -88.2% |
| Q4 2022 | $3,389 | -99.9% | 41,569 | -3.4% | 0.02% | -15.0% |
| Q3 2022 | $3,452,000 | +647.2% | 43,050 | +680.3% | 0.02% | +566.7% |
| Q2 2022 | $462,000 | -35.4% | 5,517 | -18.5% | 0.00% | -25.0% |
| Q1 2022 | $715,000 | -24.9% | 6,771 | -17.7% | 0.00% | -33.3% |
| Q4 2021 | $952,000 | +8.8% | 8,232 | -3.6% | 0.01% | 0.0% |
| Q3 2021 | $875,000 | +14.5% | 8,542 | +12.9% | 0.01% | 0.0% |
| Q2 2021 | $764,000 | +13.0% | 7,565 | +1.5% | 0.01% | 0.0% |
| Q1 2021 | $676,000 | +34.1% | 7,450 | +31.2% | 0.01% | 0.0% |
| Q4 2020 | $504,000 | -1.6% | 5,678 | -11.4% | 0.01% | -25.0% |
| Q3 2020 | $512,000 | +133.8% | 6,406 | +110.4% | 0.01% | +100.0% |
| Q2 2020 | $219,000 | +9.0% | 3,044 | -13.4% | 0.00% | 0.0% |
| Q1 2020 | $201,000 | -6.5% | 3,514 | +10.3% | 0.00% | 0.0% |
| Q4 2019 | $215,000 | – | 3,185 | – | 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% |