ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 251 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,296,990 | -4.1% | 13,677 | -1.2% | 0.13% | -20.7% |
| Q2 2023 | $1,352,119 | +5.3% | 13,848 | -12.1% | 0.17% | -5.6% |
| Q4 2022 | $1,283,858 | +312.8% | 15,749 | +306.5% | 0.18% | +258.0% |
| Q3 2022 | $311,000 | +623.3% | 3,874 | +458.2% | 0.05% | +233.3% |
| Q3 2018 | $43,000 | +7.5% | 694 | 0.0% | 0.02% | -6.2% |
| Q2 2018 | $40,000 | +5.3% | 694 | 0.0% | 0.02% | +6.7% |
| Q1 2018 | $38,000 | – | 694 | – | 0.02% | – |
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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% |