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 | $6,733 | -69.8% | 71 | -68.9% | 0.00% | -100.0% |
| Q2 2023 | $22,262 | +2407.0% | 228 | +2180.0% | 0.00% | – |
| Q1 2023 | $888 | +9.0% | 10 | 0.0% | 0.00% | – |
| Q4 2022 | $815 | -18.5% | 10 | 0.0% | 0.00% | – |
| Q3 2022 | $1,000 | -93.3% | 10 | -94.4% | 0.00% | – |
| Q2 2022 | $15,000 | -21.1% | 178 | 0.0% | 0.00% | – |
| Q1 2022 | $19,000 | -9.5% | 178 | 0.0% | 0.00% | -100.0% |
| Q4 2021 | $21,000 | +16.7% | 178 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $18,000 | 0.0% | 178 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $18,000 | -84.7% | 178 | -86.3% | 0.00% | -75.0% |
| Q1 2021 | $118,000 | +29.7% | 1,300 | +14.1% | 0.00% | 0.0% |
| Q4 2020 | $91,000 | 0.0% | 1,139 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $91,000 | +21.3% | 1,139 | +8.8% | 0.00% | +33.3% |
| Q2 2020 | $75,000 | -26.5% | 1,047 | -41.2% | 0.00% | -40.0% |
| Q1 2020 | $102,000 | +54.5% | 1,780 | +81.1% | 0.01% | +66.7% |
| Q4 2019 | $66,000 | +500.0% | 983 | +485.1% | 0.00% | +200.0% |
| Q3 2019 | $11,000 | 0.0% | 168 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $11,000 | -8.3% | 168 | -16.4% | 0.00% | 0.0% |
| Q1 2019 | $12,000 | -29.4% | 201 | -36.0% | 0.00% | 0.0% |
| Q4 2018 | $17,000 | +70.0% | 314 | +86.9% | 0.00% | 0.0% |
| Q3 2018 | $10,000 | +25.0% | 168 | +27.3% | 0.00% | – |
| Q2 2018 | $8,000 | – | 132 | – | 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% |