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 | $2,973,543 | -2.1% | 31,356 | +0.8% | 0.24% | +1.3% |
| Q2 2023 | $3,036,443 | +15.0% | 31,098 | +4.6% | 0.23% | +9.4% |
| Q1 2023 | $2,640,051 | +19.7% | 29,740 | +10.0% | 0.21% | +15.2% |
| Q4 2022 | $2,204,657 | +6.7% | 27,044 | +5.0% | 0.18% | -0.5% |
| Q3 2022 | $2,066,000 | +1.1% | 25,768 | +5.5% | 0.18% | +0.5% |
| Q2 2022 | $2,044,000 | -15.6% | 24,418 | +6.5% | 0.18% | +0.5% |
| Q1 2022 | $2,422,000 | -7.9% | 22,924 | +0.8% | 0.18% | -2.7% |
| Q4 2021 | $2,629,000 | +12.4% | 22,734 | -0.5% | 0.19% | +2.7% |
| Q3 2021 | $2,339,000 | +2.0% | 22,843 | +0.6% | 0.18% | +4.6% |
| Q2 2021 | $2,294,000 | +10.6% | 22,714 | -0.6% | 0.18% | +2.9% |
| Q1 2021 | $2,075,000 | +6.1% | 22,856 | +3.7% | 0.17% | +1.2% |
| Q4 2020 | $1,955,000 | +8.9% | 22,038 | -1.8% | 0.17% | -4.0% |
| Q3 2020 | $1,795,000 | +9.0% | 22,442 | -2.0% | 0.18% | 0.0% |
| Q2 2020 | $1,647,000 | +24.7% | 22,909 | -1.0% | 0.18% | +2.9% |
| Q1 2020 | $1,321,000 | -12.9% | 23,140 | +3.1% | 0.17% | +11.8% |
| Q4 2019 | $1,517,000 | +12.0% | 22,434 | +4.2% | 0.15% | +3.4% |
| Q3 2019 | $1,354,000 | +1.1% | 21,532 | +0.8% | 0.15% | +0.7% |
| Q2 2019 | $1,339,000 | +4.3% | 21,366 | +0.4% | 0.15% | +3.5% |
| Q1 2019 | $1,284,000 | +20.8% | 21,285 | +5.5% | 0.14% | +7.6% |
| Q4 2018 | $1,063,000 | -28.0% | 20,167 | -15.1% | 0.13% | -16.0% |
| Q3 2018 | $1,476,000 | +18.3% | 23,761 | +8.9% | 0.16% | +10.6% |
| Q2 2018 | $1,248,000 | +22.6% | 21,816 | +17.1% | 0.14% | +18.5% |
| Q1 2018 | $1,018,000 | +58.8% | 18,631 | +56.3% | 0.12% | +67.6% |
| Q4 2017 | $641,000 | +40.6% | 11,917 | +32.0% | 0.07% | +31.5% |
| Q3 2017 | $456,000 | +52.0% | 9,025 | +45.2% | 0.05% | +45.9% |
| Q2 2017 | $300,000 | – | 6,217 | – | 0.04% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HILLTOP WEALTH ADVISORS, LLC | 242,857 | $23,030,163 | 17.82% |
| Tanglewood Legacy Advisors, LLC | 292,457 | $27,733,735 | 16.63% |
| Madison Wealth Partners, Inc | 327,310 | $31,038,780 | 15.70% |
| Tennessee Valley Asset Management Partners | 377,253 | $35,774,844 | 11.76% |
| Veracity Capital LLC | 260,986 | $24,749,311 | 11.48% |
| Legacy Financial Group LLC | 485,559 | $46,045,533,000 | 10.83% |
| Cardinal Strategic Wealth Guidance | 229,317 | $21,746,144 | 10.08% |
| DOLIVER ADVISORS, LP | 335,858 | $31,849,414 | 9.59% |
| DDFG, Inc | 271,196 | $25,717,517 | 9.48% |
| ZRC WEALTH MANAGEMENT, LLC | 106,362 | $10,086,272 | 8.71% |