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 | $223,325 | -51.3% | 2,355 | -54.4% | 0.00% | – |
| Q1 2023 | $458,763 | -95.4% | 5,168 | -95.8% | 0.00% | -100.0% |
| Q4 2022 | $10,079,459 | +693.0% | 123,644 | +680.1% | 0.01% | +400.0% |
| Q3 2022 | $1,271,000 | +215.4% | 15,850 | +354.5% | 0.00% | – |
| Q4 2021 | $403,000 | -94.6% | 3,487 | -95.3% | 0.00% | -100.0% |
| Q3 2021 | $7,520,000 | +67.1% | 73,426 | +17.3% | 0.00% | 0.0% |
| Q2 2020 | $4,500,000 | -12.1% | 62,598 | -30.2% | 0.00% | -40.0% |
| Q1 2020 | $5,119,000 | -7.6% | 89,669 | +9.5% | 0.01% | -37.5% |
| Q4 2019 | $5,538,000 | +51.4% | 81,879 | +40.8% | 0.01% | +33.3% |
| Q3 2019 | $3,657,000 | +61.0% | 58,167 | +60.5% | 0.01% | +50.0% |
| Q2 2019 | $2,271,000 | -49.3% | 36,231 | -51.2% | 0.00% | -42.9% |
| Q1 2019 | $4,478,000 | -70.2% | 74,232 | -69.3% | 0.01% | -76.7% |
| Q3 2018 | $15,035,000 | +37.0% | 242,025 | +26.1% | 0.03% | +15.4% |
| Q2 2018 | $10,977,000 | +59.5% | 191,907 | +52.3% | 0.03% | +44.4% |
| Q1 2018 | $6,884,000 | +368.6% | 126,032 | +361.4% | 0.02% | +350.0% |
| Q4 2017 | $1,469,000 | -83.7% | 27,315 | -84.7% | 0.00% | -86.2% |
| Q3 2017 | $8,988,000 | +26.4% | 178,042 | +20.7% | 0.03% | +16.0% |
| Q2 2017 | $7,113,000 | -34.4% | 147,564 | -36.9% | 0.02% | -47.9% |
| Q1 2017 | $10,848,000 | +168.2% | 233,901 | +148.2% | 0.05% | +166.7% |
| Q4 2016 | $4,044,000 | +159.1% | 94,224 | +156.8% | 0.02% | +157.1% |
| Q3 2016 | $1,561,000 | -17.7% | 36,694 | +58.1% | 0.01% | -22.2% |
| Q2 2016 | $1,896,000 | +646.5% | 23,211 | +640.9% | 0.01% | +800.0% |
| Q1 2016 | $254,000 | -97.1% | 3,133 | -97.1% | 0.00% | -98.1% |
| Q4 2015 | $8,634,000 | +313.5% | 106,356 | +286.8% | 0.05% | +315.4% |
| Q3 2015 | $2,088,000 | +10.4% | 27,497 | +18.1% | 0.01% | -13.3% |
| Q1 2015 | $1,891,000 | -68.1% | 23,273 | -69.3% | 0.02% | -66.7% |
| Q4 2014 | $5,932,000 | +273.3% | 75,720 | +238.5% | 0.04% | +150.0% |
| Q1 2014 | $1,589,000 | – | 22,371 | – | 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% |