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 | $39,449 | -2.9% | 416 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $40,618 | +10.0% | 416 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $36,928 | -0.5% | 416 | -8.6% | 0.00% | 0.0% |
| Q4 2022 | $37,119 | -92.4% | 455 | -92.5% | 0.00% | -93.5% |
| Q3 2022 | $486,000 | +4.7% | 6,064 | +9.4% | 0.03% | 0.0% |
| Q2 2022 | $464,000 | -22.0% | 5,543 | -1.6% | 0.03% | +3.3% |
| Q1 2022 | $595,000 | -7.9% | 5,635 | +0.9% | 0.03% | -6.2% |
| Q4 2021 | $646,000 | +12.9% | 5,586 | -0.0% | 0.03% | -3.0% |
| Q3 2021 | $572,000 | -15.9% | 5,587 | -17.1% | 0.03% | -15.4% |
| Q2 2021 | $680,000 | +1.5% | 6,741 | -8.7% | 0.04% | -4.9% |
| Q1 2021 | $670,000 | -20.0% | 7,386 | -21.8% | 0.04% | -28.1% |
| Q4 2020 | $838,000 | +11.0% | 9,450 | +0.1% | 0.06% | -1.7% |
| Q3 2020 | $755,000 | +11.4% | 9,445 | +0.1% | 0.06% | +3.6% |
| Q2 2020 | $678,000 | +25.1% | 9,432 | -0.8% | 0.06% | -13.8% |
| Q1 2020 | $542,000 | -15.6% | 9,504 | +0.0% | 0.06% | +38.3% |
| Q4 2019 | $642,000 | -1.2% | 9,503 | -8.1% | 0.05% | -9.6% |
| Q3 2019 | $650,000 | -2.1% | 10,344 | -2.5% | 0.05% | -3.7% |
| Q2 2019 | $664,000 | +0.8% | 10,606 | -3.0% | 0.05% | 0.0% |
| Q1 2019 | $659,000 | +14.4% | 10,935 | +0.0% | 0.05% | -5.3% |
| Q4 2018 | $576,000 | -30.7% | 10,934 | -18.3% | 0.06% | -16.2% |
| Q3 2018 | $831,000 | -0.4% | 13,384 | -8.2% | 0.07% | -5.6% |
| Q2 2018 | $834,000 | +67.8% | 14,573 | +60.1% | 0.07% | +60.0% |
| Q1 2018 | $497,000 | +44.1% | 9,100 | +42.0% | 0.04% | +36.4% |
| Q4 2017 | $345,000 | +28.7% | 6,410 | +20.7% | 0.03% | +10.0% |
| Q3 2017 | $268,000 | +7.2% | 5,310 | +2.4% | 0.03% | -9.1% |
| Q2 2017 | $250,000 | +14.2% | 5,185 | +9.7% | 0.03% | +13.8% |
| Q1 2017 | $219,000 | – | 4,725 | – | 0.03% | – |
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% |