ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 539 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.03 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $430,054 | -3.1% | 4,535 | -0.2% | 0.32% | +6.2% |
| Q2 2023 | $443,774 | +10.0% | 4,545 | 0.0% | 0.31% | +7.4% |
| Q1 2023 | $403,460 | +8.9% | 4,545 | 0.0% | 0.28% | +5.6% |
| Q4 2022 | $370,508 | -11.1% | 4,545 | -12.5% | 0.27% | -12.3% |
| Q3 2022 | $417,000 | +10.9% | 5,196 | +15.6% | 0.31% | +14.1% |
| Q2 2022 | $376,000 | -20.8% | 4,495 | 0.0% | 0.27% | -7.5% |
| Q1 2022 | $475,000 | -6.5% | 4,495 | +2.3% | 0.29% | +1.0% |
| Q4 2021 | $508,000 | +12.9% | 4,395 | 0.0% | 0.29% | +2.8% |
| Q3 2021 | $450,000 | -1.1% | 4,395 | +0.8% | 0.28% | -0.4% |
| Q2 2021 | $455,000 | +33.8% | 4,360 | +16.3% | 0.28% | +19.0% |
| Q1 2021 | $340,000 | +12.6% | 3,750 | +10.3% | 0.24% | +6.3% |
| Q4 2020 | $302,000 | +11.0% | 3,400 | 0.0% | 0.22% | -2.6% |
| Q3 2020 | $272,000 | +11.5% | 3,400 | 0.0% | 0.23% | 0.0% |
| Q2 2020 | $244,000 | +16.2% | 3,400 | +9.7% | 0.23% | +32.4% |
| Q4 2019 | $210,000 | – | 3,100 | – | 0.17% | – |
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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% |