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 | $60,800,338 | -3.0% | 641,151 | -0.1% | 0.05% | -1.9% |
| Q2 2023 | $62,678,107 | +7.0% | 641,931 | -2.7% | 0.05% | +2.0% |
| Q1 2023 | $58,577,649 | -23.5% | 659,881 | -29.7% | 0.05% | -27.1% |
| Q4 2022 | $76,551,029 | +34.2% | 939,044 | +32.0% | 0.07% | +20.7% |
| Q3 2022 | $57,041,000 | -4.0% | 711,408 | +0.2% | 0.06% | 0.0% |
| Q2 2022 | $59,435,000 | -21.1% | 710,099 | -0.4% | 0.06% | -9.4% |
| Q1 2022 | $75,324,000 | -32.0% | 712,894 | -25.6% | 0.06% | -28.1% |
| Q4 2021 | $110,824,000 | +63.3% | 958,346 | +44.7% | 0.09% | +45.9% |
| Q3 2021 | $67,846,000 | +8.6% | 662,495 | +7.1% | 0.06% | +7.0% |
| Q2 2021 | $62,483,000 | +16.7% | 618,762 | +4.9% | 0.06% | +5.6% |
| Q1 2021 | $53,550,000 | +4.9% | 589,822 | +2.5% | 0.05% | -3.6% |
| Q4 2020 | $51,047,000 | +37.5% | 575,565 | +24.0% | 0.06% | +21.7% |
| Q3 2020 | $37,121,000 | +17.1% | 464,136 | +5.3% | 0.05% | +9.5% |
| Q2 2020 | $31,687,000 | +8.6% | 440,826 | -13.7% | 0.04% | -8.7% |
| Q1 2020 | $29,170,000 | -3.0% | 510,949 | +15.0% | 0.05% | +21.1% |
| Q4 2019 | $30,062,000 | +81.8% | 444,440 | +68.9% | 0.04% | +65.2% |
| Q3 2019 | $16,539,000 | +3.4% | 263,071 | +3.1% | 0.02% | 0.0% |
| Q2 2019 | $15,999,000 | +10.6% | 255,244 | +6.4% | 0.02% | +4.5% |
| Q1 2019 | $14,467,000 | -65.3% | 239,844 | -69.7% | 0.02% | -69.9% |
| Q4 2018 | $41,675,000 | +224.1% | 790,787 | +282.0% | 0.07% | +265.0% |
| Q3 2018 | $12,860,000 | +12.7% | 207,012 | +3.8% | 0.02% | +5.3% |
| Q2 2018 | $11,409,000 | -8.4% | 199,461 | -12.5% | 0.02% | -13.6% |
| Q1 2018 | $12,454,000 | -38.9% | 228,020 | -39.8% | 0.02% | -40.5% |
| Q4 2017 | $20,383,000 | +184.9% | 379,076 | +167.5% | 0.04% | +164.3% |
| Q3 2017 | $7,154,000 | +28.7% | 141,724 | +22.9% | 0.01% | +16.7% |
| Q2 2017 | $5,557,000 | +8.3% | 115,296 | +4.2% | 0.01% | 0.0% |
| Q1 2017 | $5,131,000 | -47.3% | 110,632 | -51.2% | 0.01% | -52.0% |
| Q4 2016 | $9,729,000 | +388.6% | 226,683 | +384.4% | 0.02% | +400.0% |
| Q3 2016 | $1,991,000 | -3.0% | 46,800 | +86.2% | 0.01% | -16.7% |
| Q2 2016 | $2,052,000 | -40.6% | 25,128 | -41.0% | 0.01% | -50.0% |
| Q1 2016 | $3,455,000 | -77.9% | 42,601 | -77.8% | 0.01% | -78.6% |
| Q4 2015 | $15,610,000 | +341.0% | 192,288 | +312.5% | 0.06% | +300.0% |
| Q3 2015 | $3,540,000 | +5.1% | 46,610 | +12.5% | 0.01% | +7.7% |
| Q2 2015 | $3,368,000 | +38.2% | 41,419 | +38.1% | 0.01% | +18.2% |
| Q1 2015 | $2,437,000 | -53.7% | 29,990 | -55.3% | 0.01% | -57.7% |
| Q4 2014 | $5,261,000 | +261.3% | 67,158 | +244.6% | 0.03% | +225.0% |
| Q3 2014 | $1,456,000 | +7.5% | 19,487 | +7.1% | 0.01% | 0.0% |
| Q2 2014 | $1,354,000 | +14.1% | 18,199 | +8.9% | 0.01% | 0.0% |
| Q1 2014 | $1,187,000 | +3.8% | 16,705 | +3.1% | 0.01% | -11.1% |
| Q4 2013 | $1,143,000 | +9.1% | 16,196 | -0.8% | 0.01% | 0.0% |
| Q3 2013 | $1,048,000 | +24.9% | 16,329 | +15.9% | 0.01% | +12.5% |
| Q2 2013 | $839,000 | – | 14,092 | – | 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% |