ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 8 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $22,827,288 | -1.5% | 240,718 | +1.4% | 0.33% | -1.8% |
| Q2 2023 | $23,176,417 | +44.5% | 237,366 | +31.4% | 0.33% | +30.1% |
| Q1 2023 | $16,033,549 | +17.3% | 180,619 | +7.7% | 0.26% | +7.6% |
| Q4 2022 | $13,669,682 | +6.3% | 167,685 | +4.6% | 0.24% | -5.2% |
| Q3 2022 | $12,855,000 | +1.0% | 160,327 | +5.4% | 0.25% | +3.3% |
| Q2 2022 | $12,734,000 | -15.5% | 152,140 | +6.7% | 0.24% | -1.6% |
| Q1 2022 | $15,070,000 | -5.0% | 142,617 | +4.0% | 0.25% | -1.2% |
| Q4 2021 | $15,855,000 | +18.0% | 137,103 | +4.5% | 0.25% | +9.2% |
| Q3 2021 | $13,441,000 | +26.3% | 131,247 | +24.6% | 0.23% | +25.1% |
| Q2 2021 | $10,638,000 | +22.3% | 105,348 | +9.9% | 0.18% | -0.5% |
| Q1 2021 | $8,700,000 | -0.3% | 95,820 | -2.6% | 0.18% | -7.5% |
| Q4 2020 | $8,722,000 | +11.6% | 98,341 | +0.6% | 0.20% | -1.5% |
| Q3 2020 | $7,817,000 | +12.1% | 97,740 | +0.7% | 0.20% | +0.5% |
| Q2 2020 | $6,975,000 | +32.2% | 97,030 | +5.0% | 0.20% | +5.8% |
| Q1 2020 | $5,278,000 | -3.9% | 92,452 | +13.8% | 0.19% | +18.0% |
| Q4 2019 | $5,494,000 | – | 81,225 | – | 0.16% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Tanglewood Legacy Advisors, LLC | 286,911 | $23,388,965 | 16.62% |
| Madison Wealth Partners, Inc | 346,875 | $28,277,231 | 16.50% |
| HILLTOP WEALTH ADVISORS, LLC | 231,434 | $18,866,492 | 16.00% |
| Tennessee Valley Asset Management Partners | 468,792 | $38,215,878 | 13.26% |
| Legacy Financial Group LLC | 449,721 | $36,661,293 | 10.98% |
| DDFG, Inc | 306,266 | $24,966,813 | 10.33% |
| Veracity Capital LLC | 248,747 | $20,277,893 | 9.72% |
| DOLIVER ADVISORS, LP | 348,597 | $28,417,627 | 9.34% |
| ForthRight Wealth Management, LLC | 202,572 | $16,513,668 | 8.44% |
| Spectrum Wealth Advisory Group, LLC | 71,620 | $5,838,462 | 8.13% |