ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 502 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,546,019 | -2.5% | 16,498 | +2.9% | 0.08% | +1.2% |
| Q2 2023 | $1,586,162 | +19.7% | 16,040 | +8.3% | 0.08% | +6.5% |
| Q1 2023 | $1,324,739 | +19.7% | 14,811 | +18.3% | 0.08% | +13.2% |
| Q4 2022 | $1,106,341 | +119.1% | 12,518 | +101.0% | 0.07% | +88.9% |
| Q3 2022 | $505,000 | +146.3% | 6,228 | +186.5% | 0.04% | +140.0% |
| Q2 2022 | $205,000 | +5.1% | 2,174 | -38.4% | 0.02% | -48.3% |
| Q3 2018 | $195,000 | -15.9% | 3,530 | -12.8% | 0.03% | -19.4% |
| Q2 2018 | $232,000 | +100.0% | 4,050 | +90.6% | 0.04% | +80.0% |
| Q1 2018 | $116,000 | -10.1% | 2,125 | -11.5% | 0.02% | -4.8% |
| Q4 2017 | $129,000 | +6.6% | 2,400 | 0.0% | 0.02% | 0.0% |
| Q3 2017 | $121,000 | -44.7% | 2,400 | -50.0% | 0.02% | -63.2% |
| Q2 2017 | $219,000 | – | 4,800 | – | 0.06% | – |
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% |