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 | $1,330,180 | +0.3% | 14,027 | +3.3% | 1.01% | +4.1% |
| Q2 2023 | $1,326,049 | +25.1% | 13,581 | +13.8% | 0.97% | +15.0% |
| Q1 2023 | $1,059,647 | +2.8% | 11,937 | -5.6% | 0.84% | -3.6% |
| Q4 2022 | $1,030,902 | -11.7% | 12,646 | -13.1% | 0.87% | -6.2% |
| Q3 2022 | $1,167,000 | +20.3% | 14,559 | +25.6% | 0.93% | +29.1% |
| Q2 2022 | $970,000 | -20.7% | 11,594 | +0.1% | 0.72% | +1.1% |
| Q1 2022 | $1,223,000 | +2.6% | 11,577 | +12.3% | 0.71% | +5.0% |
| Q4 2021 | $1,192,000 | +27.1% | 10,312 | +12.6% | 0.68% | +29.1% |
| Q3 2021 | $938,000 | +0.4% | 9,155 | -1.0% | 0.53% | +8.9% |
| Q2 2021 | $934,000 | +10.1% | 9,250 | -1.0% | 0.48% | +15.0% |
| Q1 2021 | $848,000 | -4.3% | 9,345 | -6.8% | 0.42% | +43.8% |
| Q4 2020 | $886,000 | +11.7% | 10,032 | +1.1% | 0.29% | -13.6% |
| Q3 2020 | $793,000 | +5.5% | 9,918 | -5.2% | 0.34% | -13.1% |
| Q2 2020 | $752,000 | -53.3% | 10,463 | -62.9% | 0.39% | -52.2% |
| Q1 2020 | $1,609,000 | -40.2% | 28,184 | -29.2% | 0.81% | -24.1% |
| Q4 2019 | $2,691,000 | -2.0% | 39,783 | -9.0% | 1.07% | -35.1% |
| Q3 2019 | $2,747,000 | -3.0% | 43,698 | -0.5% | 1.65% | -2.8% |
| Q2 2019 | $2,832,000 | +98.3% | 43,926 | +88.7% | 1.70% | +101.9% |
| Q1 2019 | $1,428,000 | – | 23,279 | – | 0.84% | – |
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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% |