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 | $219,153 | -4.2% | 2,311 | -1.4% | 0.02% | 0.0% |
| Q2 2023 | $228,869 | -16.8% | 2,344 | -24.3% | 0.02% | -20.0% |
| Q1 2023 | $275,010 | +7.7% | 3,098 | -1.1% | 0.02% | 0.0% |
| Q4 2022 | $255,402 | -16.3% | 3,133 | -17.7% | 0.02% | -19.4% |
| Q3 2022 | $305,000 | -4.4% | 3,807 | 0.0% | 0.03% | -3.1% |
| Q2 2022 | $319,000 | -20.6% | 3,807 | 0.0% | 0.03% | -5.9% |
| Q1 2022 | $402,000 | -47.7% | 3,807 | -42.8% | 0.03% | -44.3% |
| Q4 2021 | $769,000 | -47.6% | 6,654 | -53.6% | 0.06% | -52.7% |
| Q3 2021 | $1,468,000 | -11.9% | 14,339 | -13.1% | 0.13% | -10.4% |
| Q2 2021 | $1,666,000 | -28.3% | 16,502 | -37.0% | 0.14% | -36.8% |
| Q4 2020 | $2,323,000 | +6.3% | 26,191 | -4.2% | 0.23% | -3.8% |
| Q3 2020 | $2,186,000 | +6.5% | 27,336 | -4.2% | 0.24% | -2.1% |
| Q2 2020 | $2,052,000 | +22.5% | 28,546 | -2.7% | 0.24% | -1.2% |
| Q1 2020 | $1,675,000 | -16.8% | 29,335 | -1.5% | 0.24% | +2.5% |
| Q4 2019 | $2,014,000 | +6.5% | 29,768 | -1.0% | 0.24% | -1.2% |
| Q3 2019 | $1,891,000 | -3.6% | 30,071 | -3.9% | 0.24% | -4.3% |
| Q2 2019 | $1,962,000 | -0.7% | 31,305 | -4.4% | 0.25% | -5.6% |
| Q1 2019 | $1,976,000 | +13.4% | 32,754 | -0.9% | 0.27% | -1.1% |
| Q4 2018 | $1,742,000 | -14.4% | 33,053 | +0.9% | 0.27% | -1.5% |
| Q3 2018 | $2,034,000 | +8.4% | 32,742 | -0.2% | 0.28% | +1.5% |
| Q2 2018 | $1,877,000 | -48.3% | 32,812 | -50.7% | 0.27% | -2.9% |
| Q1 2018 | $3,632,000 | +99.3% | 66,500 | +96.3% | 0.28% | +0.7% |
| Q4 2017 | $1,822,000 | +3.8% | 33,877 | -2.5% | 0.28% | +3.4% |
| Q3 2017 | $1,755,000 | +4.6% | 34,758 | -0.1% | 0.27% | -3.9% |
| Q2 2017 | $1,678,000 | +1.8% | 34,810 | -2.0% | 0.28% | +13.0% |
| Q1 2017 | $1,648,000 | -4.7% | 35,525 | -11.9% | 0.25% | -13.6% |
| Q4 2016 | $1,730,000 | +5.2% | 40,307 | +4.3% | 0.29% | +1.8% |
| Q3 2016 | $1,644,000 | – | 38,643 | – | 0.28% | – |
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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% |