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 | $294,744 | -6.4% | 3,097 | -4.0% | 0.01% | +14.3% |
| Q2 2023 | $315,057 | -11.9% | 3,227 | -19.8% | 0.01% | -30.0% |
| Q1 2023 | $357,415 | +10.9% | 4,026 | +1.8% | 0.01% | +11.1% |
| Q4 2022 | $322,423 | -55.9% | 3,954 | -56.6% | 0.01% | -59.1% |
| Q3 2022 | $731,000 | +4.9% | 9,113 | +9.6% | 0.02% | -24.1% |
| Q2 2022 | $697,000 | +231.9% | 8,315 | +318.3% | 0.03% | +314.3% |
| Q1 2022 | $210,000 | +3.4% | 1,988 | -10.9% | 0.01% | 0.0% |
| Q1 2021 | $203,000 | -76.4% | 2,231 | -84.3% | 0.01% | -93.5% |
| Q1 2019 | $859,000 | +28.4% | 14,226 | +12.1% | 0.11% | +12.6% |
| Q4 2018 | $669,000 | -3.6% | 12,688 | +13.6% | 0.10% | +14.5% |
| Q3 2018 | $694,000 | +4.2% | 11,166 | -4.0% | 0.08% | -5.7% |
| Q2 2018 | $666,000 | +11.9% | 11,636 | +6.9% | 0.09% | +6.0% |
| Q1 2018 | $595,000 | +6.1% | 10,885 | +4.5% | 0.08% | +9.2% |
| Q4 2017 | $561,000 | +26.1% | 10,415 | +18.2% | 0.08% | +2.7% |
| Q3 2017 | $445,000 | +959.5% | 8,814 | +1544.4% | 0.07% | +7300.0% |
| Q4 2014 | $42,000 | -99.8% | 536 | +121.5% | 0.00% | -75.0% |
| Q2 2014 | $17,982,000 | – | 242 | – | 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% |