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 | $272,564 | -2.9% | 2,874 | 0.0% | 0.20% | +0.5% |
Q2 2023 | $280,640 | +10.2% | 2,874 | +0.2% | 0.20% | +1.0% |
Q1 2023 | $254,682 | +9.2% | 2,869 | +0.2% | 0.20% | -1.0% |
Q4 2022 | $233,308 | +2.3% | 2,862 | +0.5% | 0.20% | -2.0% |
Q3 2022 | $228,000 | -4.2% | 2,849 | 0.0% | 0.20% | +5.7% |
Q2 2022 | $238,000 | -20.9% | 2,849 | +0.2% | 0.19% | 0.0% |
Q1 2022 | $301,000 | -8.2% | 2,844 | +0.1% | 0.19% | +14.3% |
Q4 2021 | $328,000 | +12.7% | 2,840 | 0.0% | 0.17% | +7.7% |
Q3 2021 | $291,000 | +1.4% | 2,840 | 0.0% | 0.16% | +2.0% |
Q2 2021 | $287,000 | +11.2% | 2,840 | 0.0% | 0.15% | -1.3% |
Q1 2021 | $258,000 | +2.4% | 2,840 | 0.0% | 0.16% | -1.9% |
Q4 2020 | $252,000 | +11.5% | 2,840 | +0.7% | 0.16% | -6.0% |
Q3 2020 | $226,000 | +11.3% | 2,820 | 0.0% | 0.17% | -1.8% |
Q2 2020 | $203,000 | +163.6% | 2,820 | +135.0% | 0.17% | +71.0% |
Q3 2013 | $77,000 | +8.5% | 1,200 | 0.0% | 0.10% | -1.0% |
Q2 2013 | $71,000 | – | 1,200 | – | 0.10% | – |
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% |