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 | $734,523 | -1.8% | 7,746 | +1.1% | 0.16% | +1.9% |
| Q2 2023 | $748,086 | +6.8% | 7,662 | -2.9% | 0.16% | +1.9% |
| Q1 2023 | $700,234 | +9.2% | 7,888 | +0.3% | 0.16% | +3.3% |
| Q4 2022 | $641,085 | +2.2% | 7,864 | +0.5% | 0.15% | -3.8% |
| Q3 2022 | $627,000 | -4.3% | 7,822 | +0.0% | 0.16% | 0.0% |
| Q2 2022 | $655,000 | -20.6% | 7,820 | +0.2% | 0.16% | -9.2% |
| Q1 2022 | $825,000 | -9.5% | 7,804 | -1.0% | 0.17% | -3.4% |
| Q4 2021 | $912,000 | +9.4% | 7,883 | -3.2% | 0.18% | +4.7% |
| Q3 2021 | $834,000 | -1.5% | 8,147 | -2.8% | 0.17% | -2.3% |
| Q2 2021 | $847,000 | +10.3% | 8,384 | -0.9% | 0.18% | +5.4% |
| Q1 2021 | $768,000 | +2.3% | 8,464 | +0.0% | 0.17% | -9.3% |
| Q4 2020 | $751,000 | +11.3% | 8,463 | +0.2% | 0.18% | -7.1% |
| Q3 2020 | $675,000 | +6.5% | 8,442 | -4.3% | 0.20% | -1.5% |
| Q2 2020 | $634,000 | +26.5% | 8,823 | +0.5% | 0.20% | +5.8% |
| Q1 2020 | $501,000 | -15.5% | 8,775 | +0.0% | 0.19% | +5.6% |
| Q4 2019 | $593,000 | +7.8% | 8,773 | +0.3% | 0.18% | -5.3% |
| Q3 2019 | $550,000 | +0.4% | 8,743 | +0.0% | 0.19% | -3.1% |
| Q2 2019 | $548,000 | +4.4% | 8,740 | +0.4% | 0.20% | +2.6% |
| Q1 2019 | $525,000 | +14.9% | 8,705 | +0.3% | 0.19% | +1.1% |
| Q4 2018 | $457,000 | -14.7% | 8,678 | +0.6% | 0.19% | +3.9% |
| Q3 2018 | $536,000 | +5.9% | 8,623 | -2.6% | 0.18% | +2.3% |
| Q2 2018 | $506,000 | -9.5% | 8,851 | -13.4% | 0.18% | -11.5% |
| Q1 2018 | $559,000 | +2.0% | 10,225 | +0.3% | 0.20% | +1.5% |
| Q4 2017 | $548,000 | +7.2% | 10,196 | +0.7% | 0.20% | +2.6% |
| Q3 2017 | $511,000 | +1.2% | 10,126 | -3.3% | 0.19% | -1.5% |
| Q2 2017 | $505,000 | +3.9% | 10,476 | 0.0% | 0.20% | +1.6% |
| Q1 2017 | $486,000 | +6.1% | 10,476 | -1.8% | 0.19% | +2.1% |
| Q4 2016 | $458,000 | +1.6% | 10,673 | +0.6% | 0.19% | +0.5% |
| Q3 2016 | $451,000 | -3.6% | 10,606 | +85.1% | 0.19% | -7.9% |
| Q2 2016 | $468,000 | +0.6% | 5,731 | 0.0% | 0.20% | -1.5% |
| Q1 2016 | $465,000 | +0.6% | 5,731 | +0.7% | 0.21% | -1.9% |
| Q4 2015 | $462,000 | +5.2% | 5,692 | -1.6% | 0.21% | +1.9% |
| Q3 2015 | $439,000 | -11.8% | 5,784 | -5.6% | 0.21% | -8.4% |
| Q2 2015 | $498,000 | +0.4% | 6,126 | +0.3% | 0.22% | -2.2% |
| Q1 2015 | $496,000 | +3.5% | 6,105 | -0.1% | 0.23% | -4.6% |
| Q4 2014 | $479,000 | -0.2% | 6,110 | -4.8% | 0.24% | -5.9% |
| Q3 2014 | $480,000 | +0.4% | 6,419 | -0.2% | 0.26% | -0.8% |
| Q2 2014 | $478,000 | +5.1% | 6,431 | +0.4% | 0.26% | -1.1% |
| Q1 2014 | $455,000 | -2.6% | 6,403 | -3.3% | 0.26% | -8.1% |
| Q4 2013 | $467,000 | +9.6% | 6,619 | -0.1% | 0.28% | +2.5% |
| Q3 2013 | $426,000 | +8.4% | 6,628 | +0.4% | 0.28% | +2.6% |
| Q2 2013 | $393,000 | – | 6,604 | – | 0.27% | – |
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% |