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 | $494,064 | -38.2% | 5,210 | -36.3% | 0.10% | -32.5% |
| Q2 2023 | $799,086 | +8.7% | 8,184 | -1.1% | 0.15% | +1.3% |
| Q1 2023 | $734,927 | +149.1% | 8,279 | +128.8% | 0.15% | +272.5% |
| Q4 2022 | $295,021 | -11.1% | 3,619 | -12.5% | 0.04% | -50.6% |
| Q3 2022 | $332,000 | +132.2% | 4,136 | +142.3% | 0.08% | +179.3% |
| Q2 2022 | $143,000 | +1687.5% | 1,707 | +2033.8% | 0.03% | +2800.0% |
| Q1 2022 | $8,000 | -11.1% | 80 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $9,000 | +12.5% | 80 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $8,000 | 0.0% | 80 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $8,000 | -85.7% | 80 | -87.0% | 0.00% | -92.3% |
| Q1 2021 | $56,000 | +700.0% | 615 | +668.8% | 0.01% | +550.0% |
| Q4 2020 | $7,000 | +16.7% | 80 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $6,000 | 0.0% | 80 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $6,000 | +20.0% | 80 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $5,000 | -54.5% | 80 | -50.9% | 0.00% | -50.0% |
| Q4 2019 | $11,000 | -62.1% | 163 | -64.9% | 0.00% | -69.2% |
| Q3 2019 | $29,000 | -19.4% | 465 | -17.6% | 0.01% | -18.8% |
| Q2 2019 | $36,000 | +5.9% | 564 | 0.0% | 0.02% | -5.9% |
| Q1 2019 | $34,000 | +3.0% | 564 | -8.6% | 0.02% | -22.7% |
| Q4 2018 | $33,000 | -32.7% | 617 | -21.1% | 0.02% | -24.1% |
| Q3 2018 | $49,000 | -54.2% | 782 | -58.0% | 0.03% | -74.6% |
| Q2 2018 | $107,000 | -74.3% | 1,862 | -76.2% | 0.11% | -63.1% |
| Q1 2018 | $417,000 | +13.9% | 7,824 | +19.0% | 0.31% | +12.8% |
| Q4 2017 | $366,000 | +13.0% | 6,577 | +3.9% | 0.27% | -5.2% |
| Q3 2017 | $324,000 | +13.7% | 6,330 | +7.5% | 0.29% | -2.7% |
| Q2 2017 | $285,000 | +16.3% | 5,888 | +11.1% | 0.30% | +15.1% |
| Q1 2017 | $245,000 | – | 5,298 | – | 0.26% | – |
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% |