ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 539 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.03 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $717,484 | -2.9% | 7,566 | 0.0% | 0.36% | +8.5% |
| Q2 2023 | $738,744 | +10.0% | 7,566 | 0.0% | 0.33% | +7.9% |
| Q1 2023 | $671,634 | +8.9% | 7,566 | 0.0% | 0.30% | +8.5% |
| Q4 2022 | $616,780 | +1.6% | 7,566 | 0.0% | 0.28% | -24.7% |
| Q3 2022 | $607,000 | -4.1% | 7,566 | 0.0% | 0.37% | +4.8% |
| Q2 2022 | $633,000 | -20.8% | 7,566 | 0.0% | 0.36% | -11.4% |
| Q1 2022 | $799,000 | -8.7% | 7,566 | 0.0% | 0.40% | -1.5% |
| Q4 2021 | $875,000 | +12.9% | 7,566 | 0.0% | 0.41% | +1.2% |
| Q3 2021 | $775,000 | +1.4% | 7,566 | 0.0% | 0.40% | +4.4% |
| Q2 2021 | $764,000 | +11.2% | 7,566 | 0.0% | 0.39% | -0.8% |
| Q1 2021 | $687,000 | -7.5% | 7,566 | -9.7% | 0.39% | -12.6% |
| Q4 2020 | $743,000 | +10.9% | 8,376 | 0.0% | 0.44% | -8.8% |
| Q3 2020 | $670,000 | +7.4% | 8,376 | -3.6% | 0.49% | -7.4% |
| Q2 2020 | $624,000 | +25.8% | 8,686 | 0.0% | 0.53% | +13.1% |
| Q1 2020 | $496,000 | -15.6% | 8,686 | 0.0% | 0.47% | +3.8% |
| Q4 2019 | $588,000 | – | 8,686 | – | 0.45% | – |
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% |