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 | $6,308,403 | -4.0% | 66,523 | -1.1% | 0.32% | -6.4% |
| Q2 2023 | $6,568,412 | +8.1% | 67,272 | -1.7% | 0.34% | -1.4% |
| Q1 2023 | $6,075,456 | +4.8% | 68,440 | -3.7% | 0.35% | -4.7% |
| Q4 2022 | $5,794,854 | +3.2% | 71,085 | +1.5% | 0.36% | -14.8% |
| Q3 2022 | $5,614,000 | -2.0% | 70,016 | +2.3% | 0.43% | -15.4% |
| Q2 2022 | $5,727,000 | -25.1% | 68,427 | -5.5% | 0.50% | -12.9% |
| Q1 2022 | $7,647,000 | -19.2% | 72,372 | -11.6% | 0.58% | -16.9% |
| Q4 2021 | $9,467,000 | +12.7% | 81,866 | -0.2% | 0.70% | +2.0% |
| Q3 2021 | $8,399,000 | -12.2% | 82,013 | -13.4% | 0.68% | +12.7% |
| Q2 2021 | $9,566,000 | +9.6% | 94,730 | -1.5% | 0.61% | -3.3% |
| Q1 2021 | $8,731,000 | +4.9% | 96,169 | +2.5% | 0.63% | -9.2% |
| Q4 2020 | $8,323,000 | +6.1% | 93,849 | -4.3% | 0.69% | -12.2% |
| Q3 2020 | $7,847,000 | +15.4% | 98,113 | +3.7% | 0.79% | -15.5% |
| Q2 2020 | $6,800,000 | +15.1% | 94,596 | -8.6% | 0.93% | +9.5% |
| Q1 2020 | $5,910,000 | -63.8% | 103,526 | -57.1% | 0.85% | -56.0% |
| Q4 2019 | $16,319,000 | +20.6% | 241,257 | +12.1% | 1.93% | +5.0% |
| Q3 2019 | $13,532,000 | +33.3% | 215,242 | +33.0% | 1.84% | +24.8% |
| Q2 2019 | $10,148,000 | +15.7% | 161,896 | +11.4% | 1.47% | +0.9% |
| Q1 2019 | $8,770,000 | +30.3% | 145,386 | +13.8% | 1.46% | +12.7% |
| Q4 2018 | $6,733,000 | -2.6% | 127,764 | +14.8% | 1.30% | -13.3% |
| Q3 2018 | $6,912,000 | +68.9% | 111,265 | +55.5% | 1.50% | +42.9% |
| Q2 2018 | $4,092,000 | +27.3% | 71,543 | +18.5% | 1.05% | +21.2% |
| Q1 2018 | $3,214,000 | +41.4% | 60,366 | +47.6% | 0.86% | +43.4% |
| Q4 2017 | $2,273,000 | +26.3% | 40,907 | +16.2% | 0.60% | -21.4% |
| Q3 2017 | $1,800,000 | +29900.0% | 35,218 | +448.6% | 0.77% | +25433.3% |
| Q2 2017 | $6,000 | -99.6% | 6,420 | +7.5% | 0.00% | -99.7% |
| Q1 2017 | $1,411,000 | +11658.3% | 5,972 | +2095.6% | 0.94% | +10355.6% |
| Q4 2016 | $12,000 | – | 272 | – | 0.01% | – |
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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% |