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 | $3,274 | +9.4% | 34,525 | +12.7% | 0.02% | +11.1% |
| Q2 2023 | $2,993 | +27.1% | 30,648 | +15.6% | 0.02% | +12.5% |
| Q1 2023 | $2,354 | +23.1% | 26,518 | +13.0% | 0.02% | +14.3% |
| Q4 2022 | $1,913 | -99.9% | 23,471 | +29.3% | 0.01% | +16.7% |
| Q3 2022 | $1,455,000 | -5.6% | 18,150 | -1.4% | 0.01% | 0.0% |
| Q2 2022 | $1,541,000 | -25.8% | 18,407 | -6.4% | 0.01% | -20.0% |
| Q1 2022 | $2,077,000 | -10.4% | 19,660 | -1.9% | 0.02% | -6.2% |
| Q4 2021 | $2,317,000 | +17.9% | 20,033 | +2.9% | 0.02% | 0.0% |
| Q2 2021 | $1,966,000 | 0.0% | 19,469 | 0.0% | 0.02% | 0.0% |
| Q1 2021 | $1,966,000 | 0.0% | 19,469 | 0.0% | 0.02% | 0.0% |
| Q4 2020 | $1,966,000 | 0.0% | 19,469 | 0.0% | 0.02% | 0.0% |
| Q3 2020 | $1,966,000 | 0.0% | 19,469 | 0.0% | 0.02% | 0.0% |
| Q2 2020 | $1,966,000 | 0.0% | 19,469 | 0.0% | 0.02% | 0.0% |
| Q1 2020 | $1,966,000 | 0.0% | 19,469 | 0.0% | 0.02% | 0.0% |
| Q4 2019 | $1,966,000 | 0.0% | 19,469 | 0.0% | 0.02% | 0.0% |
| Q3 2019 | $1,966,000 | 0.0% | 19,469 | 0.0% | 0.02% | 0.0% |
| Q2 2019 | $1,966,000 | 0.0% | 19,469 | 0.0% | 0.02% | 0.0% |
| Q1 2019 | $1,966,000 | +54.3% | 19,469 | -19.5% | 0.02% | -50.0% |
| Q4 2018 | $1,274,000 | -11.7% | 24,183 | +4.1% | 0.03% | -13.5% |
| Q3 2018 | $1,443,000 | +10.9% | 23,227 | +2.1% | 0.04% | -14.0% |
| Q2 2018 | $1,301,000 | +14.1% | 22,750 | +9.0% | 0.04% | -4.4% |
| Q1 2018 | $1,140,000 | -11.1% | 20,867 | -12.4% | 0.04% | -21.1% |
| Q4 2017 | $1,282,000 | +18.8% | 23,833 | +11.5% | 0.06% | +11.8% |
| Q3 2017 | $1,079,000 | +4.4% | 21,369 | -0.4% | 0.05% | -3.8% |
| Q2 2017 | $1,034,000 | +2100.0% | 21,456 | +2020.2% | 0.05% | +1666.7% |
| Q1 2017 | $47,000 | +17.5% | 1,012 | +9.8% | 0.00% | +50.0% |
| Q4 2016 | $40,000 | +2.6% | 922 | 0.0% | 0.00% | -33.3% |
| Q3 2016 | $39,000 | +2.6% | 922 | +100.0% | 0.00% | 0.0% |
| Q2 2016 | $38,000 | +2.7% | 461 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $37,000 | – | 461 | – | 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% |