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 | $351,155 | -2.9% | 3,703 | 0.0% | 0.11% | +2.9% |
| Q2 2023 | $361,561 | +5.6% | 3,703 | -4.0% | 0.10% | -1.0% |
| Q1 2023 | $342,386 | +1.4% | 3,857 | -6.9% | 0.10% | -4.5% |
| Q4 2022 | $337,656 | +1.7% | 4,142 | 0.0% | 0.11% | -1.8% |
| Q3 2022 | $332,000 | -9.3% | 4,142 | -5.3% | 0.11% | -4.3% |
| Q2 2022 | $366,000 | -20.8% | 4,373 | 0.0% | 0.12% | -8.6% |
| Q1 2022 | $462,000 | -9.1% | 4,373 | -0.5% | 0.13% | -7.2% |
| Q4 2021 | $508,000 | +12.1% | 4,395 | -0.7% | 0.14% | +3.8% |
| Q3 2021 | $453,000 | +0.4% | 4,426 | -1.1% | 0.13% | 0.0% |
| Q2 2021 | $451,000 | +7.1% | 4,473 | -3.6% | 0.13% | -0.7% |
| Q1 2021 | $421,000 | +2.2% | 4,642 | 0.0% | 0.13% | -2.2% |
| Q4 2020 | $412,000 | +9.3% | 4,642 | 0.0% | 0.14% | +0.7% |
| Q3 2020 | $377,000 | +2.4% | 4,642 | -8.4% | 0.14% | -4.9% |
| Q2 2020 | $368,000 | +24.7% | 5,069 | -2.2% | 0.14% | +10.9% |
| Q1 2020 | $295,000 | -16.4% | 5,183 | -0.7% | 0.13% | -5.8% |
| Q4 2019 | $353,000 | +17.7% | 5,221 | +9.4% | 0.14% | +9.6% |
| Q3 2019 | $300,000 | -1.0% | 4,773 | 0.0% | 0.12% | -3.1% |
| Q2 2019 | $303,000 | +2.7% | 4,773 | -1.7% | 0.13% | -3.7% |
| Q1 2019 | $295,000 | – | 4,854 | – | 0.13% | – |
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% |