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 | $909,469 | -4.2% | 9,595 | -1.6% | 0.38% | -3.1% |
| Q2 2023 | $949,706 | +1.3% | 9,749 | -6.5% | 0.39% | -4.6% |
| Q1 2023 | $937,086 | -30.1% | 10,432 | -36.6% | 0.41% | -35.2% |
| Q4 2022 | $1,340,459 | +346.8% | 16,443 | +350.4% | 0.64% | +280.8% |
| Q3 2022 | $300,000 | +48.5% | 3,651 | +91.6% | 0.17% | +108.8% |
| Q1 2022 | $202,000 | -16.2% | 1,906 | -8.0% | 0.08% | -13.0% |
| Q4 2021 | $241,000 | -2.0% | 2,071 | -13.6% | 0.09% | -9.8% |
| Q3 2021 | $246,000 | +17.7% | 2,398 | +15.8% | 0.10% | +15.9% |
| Q2 2021 | $209,000 | -27.7% | 2,070 | -42.8% | 0.09% | -47.9% |
| Q1 2021 | $289,000 | +10.3% | 3,616 | +20.8% | 0.17% | +30.0% |
| Q4 2020 | $262,000 | -9.3% | 2,993 | -17.2% | 0.13% | -22.6% |
| Q3 2020 | $289,000 | +10.3% | 3,616 | -0.7% | 0.17% | +5.0% |
| Q2 2020 | $262,000 | – | 3,641 | – | 0.16% | – |
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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% |