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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $482,608 | +9.8% | 4,636 | 0.0% | 0.06% | -3.5% |
| Q3 2023 | $439,632 | -11.9% | 4,636 | -9.3% | 0.06% | -10.9% |
| Q2 2023 | $499,038 | +10.0% | 5,111 | 0.0% | 0.06% | +3.2% |
| Q1 2023 | $453,703 | +5.3% | 5,111 | -3.3% | 0.06% | 0.0% |
| Q4 2022 | $430,915 | +1.7% | 5,286 | 0.0% | 0.06% | -6.1% |
| Q3 2022 | $423,831 | -5.4% | 5,286 | -1.2% | 0.07% | +1.5% |
| Q2 2022 | $447,879 | -20.8% | 5,351 | 0.0% | 0.06% | -8.5% |
| Q1 2022 | $565,387 | -11.9% | 5,351 | -3.6% | 0.07% | -11.2% |
| Q4 2021 | $641,918 | +6168.1% | 5,551 | +5451.0% | 0.08% | +7900.0% |
| Q3 2021 | $10,241 | +1.4% | 100 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $10,098 | +11.2% | 100 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $9,079 | +2.4% | 100 | 0.0% | 0.00% | -50.0% |
| Q4 2020 | $8,869 | +10.9% | 100 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $7,998 | +11.3% | 100 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $7,188 | +25.9% | 100 | 0.0% | 0.00% | +100.0% |
| Q1 2020 | $5,709 | -15.6% | 100 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $6,764 | -17.2% | 100 | -23.1% | 0.00% | -50.0% |
| Q3 2019 | $8,173 | +0.3% | 130 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $8,148 | +3.9% | 130 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $7,842 | +14.5% | 130 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $6,851 | -15.2% | 130 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $8,076 | +8.6% | 130 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $7,436 | +4.7% | 130 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $7,101 | +1.6% | 130 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $6,990 | +6.5% | 130 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $6,562 | +4.7% | 130 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $6,266 | -32.4% | 130 | -35.0% | 0.00% | -33.3% |
| Q1 2017 | $9,276 | +8.1% | 200 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $8,584 | +0.9% | 200 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $8,510 | +4.2% | 200 | +100.0% | 0.00% | 0.0% |
| Q2 2016 | $8,168 | +0.7% | 100 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $8,111 | – | 100 | – | 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% |