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 | $218,962 | -2.9% | 2,309 | 0.0% | 0.03% | 0.0% |
| Q2 2023 | $225,451 | -87.6% | 2,309 | -89.6% | 0.03% | -89.7% |
| Q4 2022 | $1,817,570 | +117.2% | 22,296 | +113.5% | 0.27% | +113.4% |
| Q3 2022 | $837,000 | -52.9% | 10,444 | -50.8% | 0.13% | -51.0% |
| Q2 2022 | $1,777,000 | -34.7% | 21,226 | -17.6% | 0.26% | -14.2% |
| Q1 2022 | $2,721,000 | +364.3% | 25,753 | +408.3% | 0.30% | +516.3% |
| Q4 2021 | $586,000 | +80.9% | 5,066 | +59.9% | 0.05% | +69.0% |
| Q3 2021 | $324,000 | -27.2% | 3,168 | -28.1% | 0.03% | -25.6% |
| Q2 2021 | $445,000 | +19.3% | 4,408 | +7.3% | 0.04% | +11.4% |
| Q1 2021 | $373,000 | +54.8% | 4,108 | +51.1% | 0.04% | +66.7% |
| Q4 2020 | $241,000 | -11.4% | 2,719 | -20.0% | 0.02% | 0.0% |
| Q3 2020 | $272,000 | -56.6% | 3,397 | -61.0% | 0.02% | -60.4% |
| Q2 2020 | $627,000 | -68.8% | 8,721 | -75.2% | 0.05% | -74.3% |
| Q1 2020 | $2,009,000 | +63.2% | 35,187 | +93.3% | 0.21% | +128.9% |
| Q4 2019 | $1,231,000 | +0.4% | 18,200 | -6.6% | 0.09% | -2.2% |
| Q3 2019 | $1,226,000 | +54.4% | 19,496 | +53.9% | 0.09% | +67.3% |
| Q2 2019 | $794,000 | +1.4% | 12,669 | -2.4% | 0.06% | +10.0% |
| Q1 2019 | $783,000 | -82.7% | 12,982 | -84.9% | 0.05% | -84.7% |
| Q4 2018 | $4,533,000 | +876.9% | 86,010 | +1051.6% | 0.33% | +1153.8% |
| Q3 2018 | $464,000 | -30.6% | 7,469 | -36.2% | 0.03% | -31.6% |
| Q2 2018 | $669,000 | +42.6% | 11,701 | +36.2% | 0.04% | +46.2% |
| Q1 2018 | $469,000 | -58.0% | 8,588 | -58.6% | 0.03% | -50.9% |
| Q4 2017 | $1,117,000 | +202.7% | 20,765 | +171.5% | 0.05% | +341.7% |
| Q2 2017 | $369,000 | -16.5% | 7,649 | -19.6% | 0.01% | -20.0% |
| Q1 2017 | $442,000 | -60.2% | 9,512 | -63.3% | 0.02% | -58.3% |
| Q4 2016 | $1,111,000 | -55.3% | 25,890 | -15.5% | 0.04% | -40.0% |
| Q4 2015 | $2,486,000 | +845.2% | 30,622 | +782.7% | 0.06% | +900.0% |
| Q3 2015 | $263,000 | -34.4% | 3,469 | -32.2% | 0.01% | -40.0% |
| Q4 2014 | $401,000 | – | 5,120 | – | 0.01% | – |
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% |