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 2022 | $1,479,000 | -8.1% | 18,443 | -4.1% | 0.41% | -7.4% |
| Q2 2022 | $1,610,000 | -21.7% | 19,235 | -1.1% | 0.45% | -4.7% |
| Q1 2022 | $2,055,000 | -8.1% | 19,445 | +0.6% | 0.47% | -6.9% |
| Q4 2021 | $2,235,000 | +8.8% | 19,330 | -3.6% | 0.50% | +0.2% |
| Q3 2021 | $2,054,000 | -0.7% | 20,055 | -2.1% | 0.50% | 0.0% |
| Q2 2021 | $2,068,000 | +2.4% | 20,480 | -7.9% | 0.50% | -6.0% |
| Q1 2021 | $2,020,000 | -1.1% | 22,245 | -1.6% | 0.54% | -5.5% |
| Q4 2020 | $2,043,000 | -41.8% | 22,600 | -49.7% | 0.57% | 0.0% |
| Q3 2020 | $3,512,000 | +107.6% | 44,905 | +102.8% | 0.57% | +2.4% |
| Q2 2020 | $1,692,000 | +35.4% | 22,145 | +1.1% | 0.55% | +3.2% |
| Q1 2020 | $1,250,000 | -18.0% | 21,900 | -2.8% | 0.54% | -3.8% |
| Q4 2019 | $1,524,000 | +5.4% | 22,535 | -2.0% | 0.56% | -1.6% |
| Q3 2019 | $1,446,000 | -4.5% | 23,005 | -4.8% | 0.57% | -11.8% |
| Q2 2019 | $1,514,000 | -3.1% | 24,160 | -6.7% | 0.64% | -8.4% |
| Q1 2019 | $1,562,000 | +6.8% | 25,900 | -6.7% | 0.70% | +1.3% |
| Q4 2018 | $1,463,000 | -17.2% | 27,770 | -2.3% | 0.69% | +1509.3% |
| Q3 2018 | $1,766,000 | +7.6% | 28,430 | -0.9% | 0.04% | -93.3% |
| Q2 2018 | $1,641,000 | +2.0% | 28,700 | -2.6% | 0.64% | -2.4% |
| Q1 2018 | $1,609,000 | +3.0% | 29,465 | +1.4% | 0.66% | +7.8% |
| Q4 2017 | $1,562,000 | +4.3% | 29,060 | -2.1% | 0.61% | +9.7% |
| Q3 2017 | $1,498,000 | +4.5% | 29,685 | -0.2% | 0.56% | -0.2% |
| Q2 2017 | $1,433,000 | – | 29,750 | – | 0.56% | – |
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% |