ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 8 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,066,287 | -7.0% | 95,606 | -4.2% | 0.20% | -9.3% |
| Q2 2023 | $9,744,828 | +5.2% | 99,804 | -4.4% | 0.22% | -0.5% |
| Q1 2023 | $9,263,430 | +6.9% | 104,353 | -1.8% | 0.22% | -13.5% |
| Q4 2022 | $8,662,361 | -2.2% | 106,261 | -3.8% | 0.25% | -23.5% |
| Q3 2022 | $8,860,000 | -7.1% | 110,505 | -3.0% | 0.33% | -20.0% |
| Q2 2022 | $9,538,000 | -22.8% | 113,957 | -2.5% | 0.41% | -12.0% |
| Q1 2022 | $12,349,000 | -8.7% | 116,874 | -0.1% | 0.47% | -2.7% |
| Q4 2021 | $13,529,000 | +18.3% | 116,990 | +4.7% | 0.48% | +5.5% |
| Q3 2021 | $11,441,000 | +35.1% | 111,720 | +33.2% | 0.45% | +30.1% |
| Q2 2021 | $8,468,000 | +10.4% | 83,857 | -0.8% | 0.35% | -2.8% |
| Q1 2021 | $7,671,000 | +1.7% | 84,497 | -0.7% | 0.36% | -8.7% |
| Q4 2020 | $7,546,000 | +5.8% | 85,079 | -4.6% | 0.39% | -20.3% |
| Q3 2020 | $7,133,000 | +4.2% | 89,188 | -6.4% | 0.49% | 0.0% |
| Q2 2020 | $6,847,000 | +24.1% | 95,249 | -1.5% | 0.49% | +0.8% |
| Q1 2020 | $5,518,000 | -21.1% | 96,657 | -6.5% | 0.49% | -11.3% |
| Q4 2019 | $6,992,000 | +6.4% | 103,368 | -1.1% | 0.55% | -6.5% |
| Q3 2019 | $6,571,000 | -49.8% | 104,518 | -50.0% | 0.59% | -41.9% |
| Q2 2019 | $13,100,000 | +92.5% | 208,997 | +85.2% | 1.01% | +1.9% |
| Q1 2019 | $6,806,000 | +12.0% | 112,837 | -2.2% | 1.00% | -2.9% |
| Q4 2018 | $6,079,000 | – | 115,351 | – | 1.02% | – |
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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% |