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 | $1,746,771 | +2.6% | 18,420 | +5.6% | 0.02% | 0.0% |
| Q2 2023 | $1,702,776 | +13.7% | 17,440 | +3.3% | 0.02% | 0.0% |
| Q1 2023 | $1,497,203 | +45.2% | 16,886 | -19.5% | 0.02% | -32.1% |
| Q4 2022 | $1,031,342 | -48.6% | 20,985 | -16.0% | 0.03% | -15.2% |
| Q3 2022 | $2,005,000 | -4.0% | 24,997 | +0.2% | 0.03% | -5.7% |
| Q2 2022 | $2,088,000 | -22.1% | 24,953 | -1.7% | 0.04% | -18.6% |
| Q1 2022 | $2,682,000 | -10.8% | 25,383 | -2.3% | 0.04% | -4.4% |
| Q4 2021 | $3,006,000 | +172.5% | 25,990 | +141.3% | 0.04% | +66.7% |
| Q3 2021 | $1,103,000 | -5.2% | 10,769 | -6.5% | 0.03% | -12.9% |
| Q2 2021 | $1,164,000 | +11.0% | 11,523 | -0.3% | 0.03% | 0.0% |
| Q1 2021 | $1,049,000 | -31.0% | 11,557 | -32.6% | 0.03% | -38.0% |
| Q4 2020 | $1,520,000 | -9.5% | 17,137 | -18.4% | 0.05% | -13.8% |
| Q3 2020 | $1,680,000 | +6.7% | 20,999 | -4.1% | 0.06% | -6.5% |
| Q2 2020 | $1,574,000 | +6.4% | 21,907 | -15.4% | 0.06% | -12.7% |
| Q1 2020 | $1,479,000 | -77.3% | 25,899 | -73.2% | 0.07% | -72.7% |
| Q4 2019 | $6,529,000 | +1.0% | 96,539 | -6.1% | 0.26% | -9.4% |
| Q3 2019 | $6,467,000 | -1.1% | 102,842 | -1.5% | 0.29% | -28.4% |
| Q2 2019 | $6,542,000 | -4.8% | 104,376 | -8.4% | 0.40% | -9.7% |
| Q1 2019 | $6,873,000 | +9.5% | 113,948 | -4.3% | 0.44% | +9.6% |
| Q4 2018 | $6,278,000 | +29.1% | 119,122 | +52.2% | 0.40% | +8.6% |
| Q3 2018 | $4,862,000 | +43.9% | 78,273 | +33.2% | 0.37% | +20.7% |
| Q2 2018 | $3,379,000 | +27.1% | 58,742 | +17.7% | 0.31% | +1.6% |
| Q1 2018 | $2,658,000 | -2.0% | 49,920 | +89042.9% | 0.30% | – |
| Q2 2017 | $2,713,000 | – | 56 | – | 0.00% | – |
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% |