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 | $22,721,268 | -2.9% | 239,600 | 0.0% | 5.44% | +0.5% |
| Q2 2023 | $23,394,544 | +10.0% | 239,600 | 0.0% | 5.42% | +4.6% |
| Q1 2023 | $21,269,292 | +8.9% | 239,600 | 0.0% | 5.18% | +6.0% |
| Q4 2022 | $19,532,192 | +1.7% | 239,600 | 0.0% | 4.89% | -7.0% |
| Q3 2022 | $19,211,000 | -4.2% | 239,600 | 0.0% | 5.26% | +2.3% |
| Q2 2022 | $20,055,000 | -20.8% | 239,600 | 0.0% | 5.14% | -7.3% |
| Q1 2022 | $25,316,000 | -8.6% | 239,600 | 0.0% | 5.55% | -3.4% |
| Q4 2021 | $27,707,000 | +12.9% | 239,600 | 0.0% | 5.74% | +9.1% |
| Q3 2021 | $24,537,000 | +1.4% | 239,600 | 0.0% | 5.26% | +2.9% |
| Q2 2021 | $24,195,000 | +11.2% | 239,600 | 0.0% | 5.12% | +5.5% |
| Q1 2021 | $21,753,000 | +2.4% | 239,600 | 0.0% | 4.85% | -2.3% |
| Q4 2020 | $21,250,000 | +10.9% | 239,600 | 0.0% | 4.96% | -2.6% |
| Q3 2020 | $19,163,000 | +11.3% | 239,600 | 0.0% | 5.09% | +0.9% |
| Q2 2020 | $17,222,000 | +25.9% | 239,600 | 0.0% | 5.05% | +6.6% |
| Q1 2020 | $13,679,000 | -15.6% | 239,600 | 0.0% | 4.74% | -3.3% |
| Q4 2019 | $16,207,000 | +7.6% | 239,600 | 0.0% | 4.90% | +1.3% |
| Q3 2019 | $15,064,000 | +0.3% | 239,600 | 0.0% | 4.84% | -7.0% |
| Q2 2019 | $15,018,000 | +3.9% | 239,600 | 0.0% | 5.20% | +0.9% |
| Q1 2019 | $14,453,000 | +14.5% | 239,600 | 0.0% | 5.16% | +27.6% |
| Q4 2018 | $12,627,000 | -15.2% | 239,600 | 0.0% | 4.04% | -25.2% |
| Q3 2018 | $14,884,000 | +8.6% | 239,600 | 0.0% | 5.40% | +22.3% |
| Q2 2018 | $13,705,000 | +4.7% | 239,600 | 0.0% | 4.42% | +1.7% |
| Q1 2018 | $13,087,000 | +1.6% | 239,600 | 0.0% | 4.34% | +2.6% |
| Q4 2017 | $12,883,000 | – | 239,600 | – | 4.23% | – |
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% |