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 | $33,354,936 | +36.1% | 351,734 | +40.1% | 0.01% | +42.9% |
| Q2 2023 | $24,511,057 | +5.0% | 251,035 | -4.5% | 0.01% | 0.0% |
| Q1 2023 | $23,337,011 | -17.6% | 262,893 | -24.4% | 0.01% | -22.2% |
| Q4 2022 | $28,334,477 | -19.1% | 347,577 | -20.5% | 0.01% | -30.8% |
| Q3 2022 | $35,043,000 | -6.2% | 437,063 | -2.1% | 0.01% | 0.0% |
| Q2 2022 | $37,358,000 | -22.3% | 446,328 | -1.9% | 0.01% | -7.1% |
| Q1 2022 | $48,088,000 | -5.1% | 455,119 | +3.9% | 0.01% | -6.7% |
| Q4 2021 | $50,670,000 | +9.7% | 438,167 | -2.9% | 0.02% | 0.0% |
| Q3 2021 | $46,195,000 | +6280.5% | 451,080 | +5424.6% | 0.02% | – |
| Q4 2020 | $724,000 | – | 8,165 | – | 0.00% | – |
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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% |