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 | $32,811 | -83.5% | 346 | -83.0% | 0.00% | -85.7% |
| Q2 2023 | $198,600 | +28599.4% | 2,034 | -73.9% | 0.01% | -68.2% |
| Q1 2023 | $692 | -99.7% | 7,797 | +156.8% | 0.02% | +450.0% |
| Q3 2022 | $244,000 | -81.8% | 3,036 | -81.0% | 0.00% | -86.7% |
| Q2 2022 | $1,338,000 | +11050.0% | 15,992 | +13568.4% | 0.03% | – |
| Q1 2022 | $12,000 | -98.9% | 117 | -98.7% | 0.00% | -100.0% |
| Q4 2021 | $1,058,000 | -73.2% | 9,148 | -76.3% | 0.02% | -82.2% |
| Q3 2021 | $3,946,000 | +26206.7% | 38,534 | +25936.5% | 0.10% | – |
| Q2 2021 | $15,000 | -99.5% | 148 | -99.5% | 0.00% | -100.0% |
| Q1 2021 | $2,815,000 | +56200.0% | 31,002 | +49903.2% | 0.05% | – |
| Q3 2020 | $5,000 | -64.3% | 62 | -69.0% | 0.00% | -100.0% |
| Q2 2020 | $14,000 | -39.1% | 200 | -50.0% | 0.00% | 0.0% |
| Q1 2020 | $23,000 | -97.9% | 400 | -97.6% | 0.00% | -98.9% |
| Q4 2019 | $1,118,000 | -51.2% | 16,524 | -54.7% | 0.09% | -40.8% |
| Q3 2019 | $2,293,000 | +62.9% | 36,483 | +62.3% | 0.16% | +65.3% |
| Q2 2019 | $1,408,000 | +38.7% | 22,472 | +33.5% | 0.10% | +53.2% |
| Q1 2019 | $1,015,000 | +45.4% | 16,832 | +49.9% | 0.06% | +21.6% |
| Q3 2018 | $698,000 | +344.6% | 11,229 | +308.6% | 0.05% | +466.7% |
| Q2 2018 | $157,000 | -54.1% | 2,748 | -56.1% | 0.01% | -69.0% |
| Q1 2018 | $342,000 | -72.9% | 6,255 | -73.4% | 0.03% | -82.2% |
| Q4 2017 | $1,262,000 | – | 23,478 | – | 0.16% | – |
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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% |