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 | $5,139,955 | -7.8% | 54,202 | -5.0% | 0.04% | -6.4% |
| Q2 2023 | $5,572,297 | +13.6% | 57,070 | +3.3% | 0.05% | +9.3% |
| Q1 2023 | $4,906,499 | +8.9% | 55,272 | -0.0% | 0.04% | +2.4% |
| Q4 2022 | $4,507,312 | +6.9% | 55,291 | +5.2% | 0.04% | -50.0% |
| Q3 2022 | $4,215,000 | -4.5% | 52,573 | -0.3% | 0.08% | +20.0% |
| Q2 2022 | $4,413,000 | -9.9% | 52,724 | +13.7% | 0.07% | 0.0% |
| Q1 2022 | $4,898,000 | -7.9% | 46,360 | +0.9% | 0.07% | -7.9% |
| Q4 2021 | $5,316,000 | +46.5% | 45,968 | +29.7% | 0.08% | +31.0% |
| Q3 2021 | $3,628,000 | -5.6% | 35,429 | -6.9% | 0.06% | -6.5% |
| Q2 2021 | $3,844,000 | +16.8% | 38,064 | +5.0% | 0.06% | -4.6% |
| Q1 2021 | $3,291,000 | -3.7% | 36,251 | -5.9% | 0.06% | -4.4% |
| Q4 2020 | $3,418,000 | +1078.6% | 38,544 | +961.2% | 0.07% | +183.3% |
| Q3 2020 | $290,000 | +16.5% | 3,632 | +4.8% | 0.02% | +4.3% |
| Q2 2020 | $249,000 | +18.0% | 3,467 | +11.2% | 0.02% | +9.5% |
| Q4 2019 | $211,000 | – | 3,119 | – | 0.02% | – |
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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% |