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 | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| Q2 2023 | $18,091 | +11.6% | 185,275 | +1.5% | 0.19% | +15.7% |
| Q1 2023 | $16,204 | -1.3% | 182,539 | -9.3% | 0.17% | +0.6% |
| Q4 2022 | $16,413 | -99.8% | 201,336 | +58.5% | 0.16% | +61.8% |
| Q3 2022 | $10,184,000 | -5.6% | 127,008 | -1.4% | 0.10% | +6.2% |
| Q2 2022 | $10,785,000 | -9.7% | 128,854 | +13.9% | 0.10% | +7.9% |
| Q1 2022 | $11,948,000 | +17.6% | 113,082 | +28.7% | 0.09% | +25.4% |
| Q4 2021 | $10,159,000 | +31.3% | 87,847 | -9.2% | 0.07% | +12.7% |
| Q3 2021 | $7,735,000 | -20.9% | 96,717 | -0.2% | 0.06% | -8.7% |
| Q2 2021 | $9,783,000 | +17.5% | 96,877 | +3.2% | 0.07% | +9.5% |
| Q1 2021 | $8,325,000 | 0.0% | 93,857 | 0.0% | 0.06% | 0.0% |
| Q4 2020 | $8,325,000 | +7.6% | 93,857 | -3.0% | 0.06% | 0.0% |
| Q3 2020 | $7,735,000 | -5.1% | 96,717 | -14.7% | 0.06% | -7.4% |
| Q2 2020 | $8,154,000 | +14.4% | 113,444 | -9.1% | 0.07% | +3.0% |
| Q1 2020 | $7,126,000 | +10.1% | 124,816 | +30.5% | 0.07% | +34.7% |
| Q4 2019 | $6,471,000 | +2.8% | 95,660 | -4.4% | 0.05% | -2.0% |
| Q3 2019 | $6,292,000 | +6.0% | 100,081 | +5.7% | 0.05% | +4.2% |
| Q2 2019 | $5,938,000 | +7.6% | 94,728 | +3.5% | 0.05% | +4.3% |
| Q1 2019 | $5,520,000 | +54.8% | 91,518 | +35.3% | 0.05% | +39.4% |
| Q4 2018 | $3,565,000 | +52.8% | 67,652 | +80.1% | 0.03% | +73.7% |
| Q3 2018 | $2,333,000 | -28.1% | 37,558 | -33.8% | 0.02% | -32.1% |
| Q2 2018 | $3,246,000 | +22.4% | 56,743 | +16.8% | 0.03% | -3.4% |
| Q1 2018 | $2,653,000 | +5001.9% | 48,577 | +4907.9% | 0.03% | +2800.0% |
| Q4 2017 | $52,000 | +108.0% | 970 | +95.6% | 0.00% | – |
| Q3 2017 | $25,000 | – | 496 | – | 0.00% | – |
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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% |