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 | $51,381,385 | +32.7% | 541,651 | +36.7% | 0.08% | +8.6% |
| Q2 2023 | $38,710,694 | +14.4% | 396,310 | +4.1% | 0.07% | +9.4% |
| Q1 2023 | $33,824,016 | +48.0% | 380,841 | +35.9% | 0.06% | +39.1% |
| Q4 2022 | $22,850,144 | -32.3% | 280,136 | -33.4% | 0.05% | -40.3% |
| Q3 2022 | $33,746,000 | +0.9% | 420,673 | +5.3% | 0.08% | +4.1% |
| Q2 2022 | $33,450,000 | -9.6% | 399,438 | +15.8% | 0.07% | +2.8% |
| Q1 2022 | $36,986,000 | -22.7% | 345,055 | -16.6% | 0.07% | -20.9% |
| Q4 2021 | $47,842,000 | +13.9% | 413,545 | +0.9% | 0.09% | +3.4% |
| Q3 2021 | $41,993,000 | +3.1% | 409,874 | +1.6% | 0.09% | 0.0% |
| Q2 2021 | $40,739,000 | +16.5% | 403,276 | +4.7% | 0.09% | +4.8% |
| Q1 2021 | $34,973,000 | +4.8% | 385,022 | +2.4% | 0.08% | -5.6% |
| Q4 2020 | $33,369,000 | +34.2% | 376,124 | +21.0% | 0.09% | +20.3% |
| Q3 2020 | $24,860,000 | +32.0% | 310,945 | +18.7% | 0.07% | +17.5% |
| Q2 2020 | $18,836,000 | +10.4% | 261,979 | -27.5% | 0.06% | -10.0% |
| Q1 2020 | $17,056,000 | – | 361,231 | – | 0.07% | – |
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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% |