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 | $450,917 | -3.9% | 4,755 | -1.0% | 0.08% | +2.5% |
| Q2 2023 | $469,160 | +16.0% | 4,805 | +5.5% | 0.08% | +14.1% |
| Q1 2023 | $404,347 | +26.8% | 4,555 | +16.5% | 0.07% | +14.5% |
| Q4 2022 | $319,000 | +14.3% | 3,910 | +12.5% | 0.06% | +3.3% |
| Q3 2022 | $279,000 | +2690.0% | 3,475 | +3375.0% | 0.06% | +2900.0% |
| Q3 2021 | $10,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $10,000 | +11.1% | 100 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $9,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $9,000 | +12.5% | 100 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $8,000 | +14.3% | 100 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $7,000 | +16.7% | 100 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $6,000 | – | 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% |