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 | $106,588 | +91.6% | 1,124 | +57.0% | 0.01% | +400.0% |
| Q2 2023 | $55,636 | +36.8% | 716 | +1.7% | 0.00% | -50.0% |
| Q1 2023 | $40,670 | +16988.2% | 704 | -82.9% | 0.00% | -66.7% |
| Q4 2022 | $238 | -99.9% | 4,126 | -19.4% | 0.01% | -25.0% |
| Q3 2022 | $295,000 | +6.1% | 5,122 | +6.0% | 0.01% | -11.1% |
| Q2 2022 | $278,000 | -14.5% | 4,834 | -14.3% | 0.01% | +125.0% |
| Q1 2022 | $325,000 | +1254.2% | 5,643 | +2561.8% | 0.00% | – |
| Q4 2021 | $24,000 | +9.1% | 212 | 0.0% | 0.00% | – |
| Q3 2021 | $22,000 | 0.0% | 212 | 0.0% | 0.00% | – |
| Q2 2021 | $22,000 | +10.0% | 212 | 0.0% | 0.00% | – |
| Q1 2021 | $20,000 | -57.4% | 212 | -59.4% | 0.00% | -100.0% |
| Q4 2020 | $47,000 | +11.9% | 522 | 0.0% | 0.00% | -33.3% |
| Q3 2020 | $42,000 | +82.6% | 522 | +62.1% | 0.00% | +50.0% |
| Q2 2020 | $23,000 | +27.8% | 322 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $18,000 | -14.3% | 322 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $21,000 | -94.8% | 322 | -95.0% | 0.00% | -92.6% |
| Q3 2019 | $402,000 | +77.1% | 6,449 | +69.1% | 0.03% | -12.9% |
| Q1 2019 | $227,000 | -88.8% | 3,814 | -90.2% | 0.03% | -75.0% |
| Q4 2018 | $2,035,000 | -54.5% | 39,023 | -45.8% | 0.12% | -31.9% |
| Q3 2018 | $4,472,000 | -41.8% | 71,989 | -46.4% | 0.18% | -43.7% |
| Q2 2018 | $7,688,000 | +16.9% | 134,403 | +9.9% | 0.32% | +8.4% |
| Q1 2018 | $6,578,000 | 0.0% | 122,332 | 0.0% | 0.30% | 0.0% |
| Q4 2017 | $6,578,000 | +9.2% | 122,332 | +2.5% | 0.30% | +24.7% |
| Q3 2017 | $6,023,000 | +9.8% | 119,314 | +4.9% | 0.24% | +3.0% |
| Q2 2017 | $5,484,000 | +23.0% | 113,781 | +18.3% | 0.23% | +19.6% |
| Q1 2017 | $4,460,000 | +183.5% | 96,163 | +162.5% | 0.19% | +155.3% |
| Q4 2016 | $1,573,000 | -0.3% | 36,638 | -1.2% | 0.08% | -7.3% |
| Q3 2016 | $1,577,000 | +7.2% | 37,067 | +105.8% | 0.08% | 0.0% |
| Q2 2016 | $1,471,000 | +548.0% | 18,015 | +372.3% | 0.08% | +164.5% |
| Q1 2016 | $227,000 | -80.1% | 3,814 | -72.9% | 0.03% | -59.7% |
| Q4 2015 | $1,143,000 | – | 14,084 | – | 0.08% | – |
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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% |