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 | $259,644 | -2.9% | 2,738 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $267,339 | +12.0% | 2,738 | +1.8% | 0.01% | 0.0% |
| Q1 2023 | $238,702 | +106463.4% | 2,689 | -2.5% | 0.01% | +16.7% |
| Q4 2022 | $224 | -99.9% | 2,757 | -3.3% | 0.01% | -14.3% |
| Q3 2022 | $229,000 | -4.2% | 2,850 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $239,000 | -22.7% | 2,850 | -2.5% | 0.01% | -12.5% |
| Q1 2022 | $309,000 | -4.0% | 2,924 | +5.0% | 0.01% | 0.0% |
| Q4 2021 | $322,000 | +15.0% | 2,785 | +1.9% | 0.01% | +14.3% |
| Q3 2021 | $280,000 | +1.4% | 2,732 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $276,000 | +5.7% | 2,732 | -5.1% | 0.01% | 0.0% |
| Q1 2021 | $261,000 | +7.4% | 2,880 | +4.9% | 0.01% | -12.5% |
| Q4 2020 | $243,000 | +14.1% | 2,745 | +3.1% | 0.01% | 0.0% |
| Q3 2020 | $213,000 | +4.4% | 2,663 | -6.6% | 0.01% | -11.1% |
| Q2 2020 | $204,000 | +54.5% | 2,851 | +23.3% | 0.01% | +50.0% |
| Q1 2020 | $132,000 | -8.3% | 2,312 | +8.6% | 0.01% | +20.0% |
| Q4 2019 | $144,000 | +19.0% | 2,129 | +9.2% | 0.01% | 0.0% |
| Q3 2018 | $121,000 | – | 1,949 | – | 0.01% | – |
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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% |