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 | $3,890,875 | -18.2% | 41,030 | -15.8% | 0.88% | -14.5% |
| Q2 2023 | $4,757,412 | +13.2% | 48,724 | +2.9% | 1.03% | +8.5% |
| Q1 2023 | $4,204,325 | +12.6% | 47,362 | +3.4% | 0.95% | +13.9% |
| Q4 2022 | $3,735,083 | +20.4% | 45,818 | +18.5% | 0.83% | +5.7% |
| Q3 2022 | $3,101,000 | +38.6% | 38,681 | +44.6% | 0.79% | +42.4% |
| Q2 2022 | $2,238,000 | -14.2% | 26,742 | +8.3% | 0.55% | -1.4% |
| Q1 2022 | $2,609,000 | -15.2% | 24,697 | -7.2% | 0.56% | -13.0% |
| Q4 2021 | $3,077,000 | +22.3% | 26,612 | +8.4% | 0.65% | +9.7% |
| Q3 2021 | $2,515,000 | +2.5% | 24,558 | +1.0% | 0.59% | +1.7% |
| Q2 2021 | $2,454,000 | +12.1% | 24,304 | +0.8% | 0.58% | +9.2% |
| Q1 2021 | $2,189,000 | +10.8% | 24,110 | +8.3% | 0.53% | -2.0% |
| Q4 2020 | $1,975,000 | +4.7% | 22,263 | -5.6% | 0.54% | -13.6% |
| Q3 2020 | $1,887,000 | +72.0% | 23,593 | +54.5% | 0.63% | +36.7% |
| Q2 2020 | $1,097,000 | +20.9% | 15,268 | -3.9% | 0.46% | +37.5% |
| Q1 2020 | $907,000 | +106.1% | 15,887 | +144.0% | 0.33% | +265.9% |
| Q4 2019 | $440,000 | +26.1% | 6,511 | +17.3% | 0.09% | -15.7% |
| Q3 2019 | $349,000 | +2.6% | 5,550 | +2.4% | 0.11% | +16.1% |
| Q2 2019 | $340,000 | – | 5,419 | – | 0.09% | – |
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% |