ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 8 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $309,917 | +6.1% | 3,268 | +13.0% | 0.05% | -15.0% |
| Q2 2021 | $292,000 | +11.0% | 2,893 | 0.0% | 0.06% | -3.2% |
| Q1 2021 | $263,000 | +2.3% | 2,893 | 0.0% | 0.06% | +1.6% |
| Q4 2020 | $257,000 | +18.4% | 2,893 | +6.5% | 0.06% | -9.0% |
| Q3 2020 | $217,000 | -53.5% | 2,716 | -58.2% | 0.07% | -59.9% |
| Q2 2020 | $467,000 | – | 6,499 | – | 0.17% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Tanglewood Legacy Advisors, LLC | 286,911 | $23,388,965 | 16.62% |
| Madison Wealth Partners, Inc | 346,875 | $28,277,231 | 16.50% |
| HILLTOP WEALTH ADVISORS, LLC | 231,434 | $18,866,492 | 16.00% |
| Tennessee Valley Asset Management Partners | 468,792 | $38,215,878 | 13.26% |
| Legacy Financial Group LLC | 449,721 | $36,661,293 | 10.98% |
| DDFG, Inc | 306,266 | $24,966,813 | 10.33% |
| Veracity Capital LLC | 248,747 | $20,277,893 | 9.72% |
| DOLIVER ADVISORS, LP | 348,597 | $28,417,627 | 9.34% |
| ForthRight Wealth Management, LLC | 202,572 | $16,513,668 | 8.44% |
| Spectrum Wealth Advisory Group, LLC | 71,620 | $5,838,462 | 8.13% |