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 | $1,122,370 | +11.3% | 11,836 | +14.7% | 0.02% | +23.1% |
| Q2 2023 | $1,007,972 | -25.2% | 10,323 | -32.0% | 0.01% | -31.6% |
| Q1 2023 | $1,347,440 | +33721.3% | 15,179 | -68.9% | 0.02% | -68.3% |
| Q4 2022 | $3,984 | -99.6% | 48,870 | +314.0% | 0.06% | +328.6% |
| Q3 2022 | $946,000 | -3.0% | 11,804 | +1.4% | 0.01% | +100.0% |
| Q2 2022 | $975,000 | -74.3% | 11,645 | -67.6% | 0.01% | -83.7% |
| Q1 2022 | $3,800,000 | -56.4% | 35,961 | -52.2% | 0.04% | -50.0% |
| Q4 2021 | $8,707,000 | +449.3% | 75,290 | +386.5% | 0.09% | +437.5% |
| Q3 2021 | $1,585,000 | +15.4% | 15,476 | +13.7% | 0.02% | +14.3% |
| Q2 2021 | $1,374,000 | +48.5% | 13,607 | +33.5% | 0.01% | +27.3% |
| Q1 2021 | $925,000 | -9.1% | 10,190 | -11.2% | 0.01% | 0.0% |
| Q4 2020 | $1,018,000 | +66.9% | 11,473 | +50.4% | 0.01% | +22.2% |
| Q3 2020 | $610,000 | +143.0% | 7,626 | +118.0% | 0.01% | +125.0% |
| Q2 2020 | $251,000 | -61.2% | 3,498 | -69.1% | 0.00% | -71.4% |
| Q1 2020 | $647,000 | -69.6% | 11,332 | -64.0% | 0.01% | -63.2% |
| Q4 2019 | $2,131,000 | +159.6% | 31,506 | +141.4% | 0.04% | +137.5% |
| Q3 2019 | $821,000 | +196.4% | 13,053 | +195.3% | 0.02% | +220.0% |
| Q2 2019 | $277,000 | -26.1% | 4,420 | -28.9% | 0.01% | -28.6% |
| Q1 2019 | $375,000 | -82.7% | 6,219 | -84.8% | 0.01% | -84.4% |
| Q4 2018 | $2,163,000 | +571.7% | 41,044 | +629.9% | 0.04% | +650.0% |
| Q2 2018 | $322,000 | +14.2% | 5,623 | +9.1% | 0.01% | +20.0% |
| Q1 2018 | $282,000 | -80.4% | 5,156 | -80.7% | 0.01% | -82.1% |
| Q4 2017 | $1,437,000 | +426.4% | 26,727 | +372.5% | 0.03% | +460.0% |
| Q2 2017 | $273,000 | -83.8% | 5,657 | -85.5% | 0.01% | -85.7% |
| Q4 2016 | $1,680,000 | +677.8% | 39,147 | +670.0% | 0.04% | +775.0% |
| Q3 2016 | $216,000 | -13.9% | 5,084 | +58.4% | 0.00% | -20.0% |
| Q4 2014 | $251,000 | – | 3,210 | – | 0.01% | – |
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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% |