ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 555 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.44 and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $8,180,863 | +516368.6% | 86,269 | +357.1% | 0.04% | +258.3% |
Q4 2022 | $1,584 | -99.9% | 18,874 | +22.1% | 0.01% | +9.1% |
Q3 2022 | $1,298,000 | -24.7% | 15,453 | -20.7% | 0.01% | -21.4% |
Q2 2022 | $1,723,000 | -14.7% | 19,476 | -3.0% | 0.01% | -6.7% |
Q1 2022 | $2,021,000 | -6.6% | 20,074 | -6.8% | 0.02% | -6.2% |
Q4 2021 | $2,163,000 | -5.0% | 21,544 | +2.5% | 0.02% | +14.3% |
Q3 2021 | $2,278,000 | +4.9% | 21,020 | +1.6% | 0.01% | +7.7% |
Q2 2021 | $2,172,000 | +22.0% | 20,690 | +13.1% | 0.01% | +18.2% |
Q1 2021 | $1,780,000 | +19.9% | 18,289 | +12.8% | 0.01% | +22.2% |
Q4 2020 | $1,484,000 | +11.2% | 16,219 | 0.0% | 0.01% | -10.0% |
Q3 2020 | $1,334,000 | +17.4% | 16,219 | +9.3% | 0.01% | +11.1% |
Q2 2020 | $1,136,000 | +29.8% | 14,842 | +7.7% | 0.01% | +12.5% |
Q1 2020 | $875,000 | – | 13,786 | – | 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% |