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 | $3,280,360 | +350.6% | 34,592 | +363.9% | 0.00% | – |
| Q2 2023 | $728,004 | -86.4% | 7,456 | -87.6% | 0.00% | -100.0% |
| Q1 2023 | $5,336,764 | +45.6% | 60,119 | +33.7% | 0.00% | 0.0% |
| Q4 2022 | $3,664,813 | +85.8% | 44,956 | +82.8% | 0.00% | 0.0% |
| Q3 2022 | $1,972,000 | -60.5% | 24,589 | -58.8% | 0.00% | 0.0% |
| Q2 2022 | $4,996,000 | +74.0% | 59,694 | +119.7% | 0.00% | – |
| Q1 2022 | $2,871,000 | -48.5% | 27,169 | -50.1% | 0.00% | -100.0% |
| Q3 2021 | $5,572,000 | +68.0% | 54,408 | +65.7% | 0.00% | – |
| Q2 2021 | $3,316,000 | -61.0% | 32,844 | -64.9% | 0.00% | -100.0% |
| Q1 2021 | $8,504,000 | +145.9% | 93,664 | +140.2% | 0.00% | – |
| Q4 2020 | $3,458,000 | -55.1% | 39,000 | -59.5% | 0.00% | -100.0% |
| Q3 2020 | $7,702,000 | +69.2% | 96,293 | +52.0% | 0.00% | 0.0% |
| Q2 2020 | $4,553,000 | +443.3% | 63,339 | +411.2% | 0.00% | – |
| Q4 2019 | $838,000 | -35.9% | 12,391 | -40.4% | 0.00% | – |
| Q3 2019 | $1,307,000 | +53.4% | 20,783 | +53.1% | 0.00% | – |
| Q2 2019 | $852,000 | +42.5% | 13,572 | +36.9% | 0.00% | – |
| Q1 2019 | $598,000 | -70.1% | 9,915 | -69.2% | 0.00% | -100.0% |
| Q3 2018 | $1,997,000 | -38.9% | 32,147 | -43.8% | 0.00% | 0.0% |
| Q2 2018 | $3,270,000 | +410.9% | 57,165 | +380.1% | 0.00% | – |
| Q4 2017 | $640,000 | -83.5% | 11,906 | -84.5% | 0.00% | -100.0% |
| Q3 2017 | $3,880,000 | -41.2% | 76,868 | -43.9% | 0.00% | -66.7% |
| Q2 2017 | $6,603,000 | +65.2% | 136,991 | +59.0% | 0.00% | +50.0% |
| Q1 2017 | $3,997,000 | +204.2% | 86,184 | +181.6% | 0.00% | +100.0% |
| Q4 2016 | $1,314,000 | +500.0% | 30,607 | +495.7% | 0.00% | – |
| Q3 2016 | $219,000 | -93.1% | 5,138 | -86.8% | 0.00% | -100.0% |
| Q2 2016 | $3,180,000 | -40.0% | 38,927 | -40.5% | 0.00% | -33.3% |
| Q1 2016 | $5,303,000 | +208.5% | 65,387 | +188.9% | 0.00% | +200.0% |
| Q3 2015 | $1,719,000 | +6.4% | 22,630 | +13.6% | 0.00% | 0.0% |
| Q1 2015 | $1,616,000 | -72.9% | 19,926 | -75.1% | 0.00% | -50.0% |
| Q3 2014 | $5,962,000 | -23.5% | 79,900 | -23.6% | 0.00% | -33.3% |
| Q2 2014 | $7,792,000 | +9.2% | 104,566 | +4.1% | 0.00% | 0.0% |
| Q1 2014 | $7,135,000 | +34.3% | 100,444 | +33.4% | 0.00% | +50.0% |
| Q4 2013 | $5,314,000 | +55.7% | 75,290 | +31.3% | 0.00% | 0.0% |
| Q2 2013 | $3,413,000 | – | 57,326 | – | 0.00% | – |
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% |