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 | $508,413 | -2.9% | 5,361 | 0.0% | 0.10% | -9.5% |
| Q2 2023 | $523,478 | -27.9% | 5,361 | -34.5% | 0.10% | -36.4% |
| Q1 2023 | $726,227 | +9.1% | 8,181 | +0.2% | 0.16% | +0.6% |
| Q4 2022 | $665,858 | +1.8% | 8,168 | +0.1% | 0.16% | -8.9% |
| Q3 2022 | $654,000 | -4.1% | 8,158 | +0.1% | 0.18% | -2.7% |
| Q2 2022 | $682,000 | -32.8% | 8,147 | -15.2% | 0.18% | -28.6% |
| Q1 2022 | $1,015,000 | -8.6% | 9,602 | +0.0% | 0.26% | -12.5% |
| Q4 2021 | $1,110,000 | +33.1% | 9,601 | +17.9% | 0.30% | -10.0% |
| Q3 2021 | $834,000 | +1.5% | 8,144 | +0.0% | 0.33% | -2.9% |
| Q2 2021 | $822,000 | +11.2% | 8,143 | +0.0% | 0.34% | +3.0% |
| Q1 2021 | $739,000 | -13.9% | 8,142 | -15.8% | 0.33% | -23.3% |
| Q4 2020 | $858,000 | +11.0% | 9,672 | +0.0% | 0.43% | -3.2% |
| Q3 2020 | $773,000 | +11.2% | 9,671 | +0.0% | 0.44% | +3.5% |
| Q2 2020 | $695,000 | +26.1% | 9,669 | +0.0% | 0.43% | +3.6% |
| Q1 2020 | $551,000 | -15.7% | 9,667 | +0.0% | 0.41% | +4.0% |
| Q4 2019 | $654,000 | +7.7% | 9,666 | +0.0% | 0.40% | +6.1% |
| Q3 2019 | $607,000 | +0.3% | 9,662 | +0.0% | 0.37% | -1.1% |
| Q2 2019 | $605,000 | +3.8% | 9,660 | +0.0% | 0.38% | +0.8% |
| Q1 2019 | $583,000 | -23.7% | 9,658 | -33.4% | 0.38% | -33.5% |
| Q4 2018 | $764,000 | -16.0% | 14,501 | -1.0% | 0.56% | -6.8% |
| Q3 2018 | $909,000 | +8.6% | 14,645 | 0.0% | 0.60% | +4.5% |
| Q2 2018 | $837,000 | +5.2% | 14,645 | -2.1% | 0.58% | +2.8% |
| Q1 2018 | $796,000 | -9.6% | 14,961 | -8.8% | 0.56% | -6.9% |
| Q4 2017 | $881,000 | -8.6% | 16,396 | -27.6% | 0.60% | -37.2% |
| Q3 2017 | $964,000 | +22.0% | 22,656 | +38.2% | 0.96% | +69.7% |
| Q2 2017 | $790,000 | +11.7% | 16,396 | +7.6% | 0.57% | -2.9% |
| Q1 2017 | $707,000 | -10.3% | 15,244 | -13.7% | 0.58% | -21.7% |
| Q4 2016 | $788,000 | – | 17,674 | – | 0.75% | – |
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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% |