ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 287 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,672,309 | -3.9% | 28,180 | -1.1% | 0.14% | -2.8% |
| Q2 2023 | $2,781,569 | +8.8% | 28,488 | -1.1% | 0.14% | +5.2% |
| Q1 2023 | $2,557,552 | +7.6% | 28,811 | -1.2% | 0.13% | +10.7% |
| Q4 2022 | $2,376,716 | +267.3% | 29,155 | +261.5% | 0.12% | +278.1% |
| Q3 2022 | $647,000 | -14.8% | 8,065 | -11.1% | 0.03% | -13.5% |
| Q2 2022 | $759,000 | -13.0% | 9,070 | +9.9% | 0.04% | -22.9% |
| Q1 2022 | $872,000 | -11.7% | 8,252 | -3.4% | 0.05% | -9.4% |
| Q4 2021 | $987,000 | +16.8% | 8,546 | +3.6% | 0.05% | +6.0% |
| Q3 2021 | $845,000 | +1.4% | 8,252 | 0.0% | 0.05% | +6.4% |
| Q2 2021 | $833,000 | +11.2% | 8,252 | 0.0% | 0.05% | -2.1% |
| Q1 2021 | $749,000 | +2.5% | 8,252 | 0.0% | 0.05% | -4.0% |
| Q4 2020 | $731,000 | -3.7% | 8,252 | -13.1% | 0.05% | -15.3% |
| Q3 2020 | $759,000 | +66.4% | 9,497 | +49.8% | 0.06% | +40.5% |
| Q2 2020 | $456,000 | +62.9% | 6,339 | +29.2% | 0.04% | +50.0% |
| Q1 2020 | $280,000 | -21.6% | 4,908 | -7.0% | 0.03% | -15.2% |
| Q4 2019 | $357,000 | +7.5% | 5,275 | 0.0% | 0.03% | +10.0% |
| Q3 2019 | $332,000 | +0.3% | 5,275 | 0.0% | 0.03% | +7.1% |
| Q2 2019 | $331,000 | +4.1% | 5,275 | 0.0% | 0.03% | +7.7% |
| Q1 2019 | $318,000 | – | 5,275 | – | 0.03% | – |
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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% |