ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 468 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.29 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,311,316 | +38.1% | 13,828 | +42.2% | 0.09% | +39.1% |
| Q2 2023 | $949,633 | +74.6% | 9,726 | +58.7% | 0.06% | +64.1% |
| Q1 2023 | $543,942 | -23.0% | 6,128 | -30.4% | 0.04% | -33.9% |
| Q3 2022 | $706,000 | -20.9% | 8,804 | -17.5% | 0.06% | -21.3% |
| Q2 2022 | $893,000 | +54.0% | 10,667 | +94.4% | 0.08% | +63.0% |
| Q1 2022 | $580,000 | +5.1% | 5,486 | +0.8% | 0.05% | -6.1% |
| Q4 2021 | $552,000 | -7.8% | 5,443 | -6.1% | 0.05% | -2.0% |
| Q3 2021 | $599,000 | +8.5% | 5,794 | +6.4% | 0.05% | +2.0% |
| Q2 2021 | $552,000 | +17.2% | 5,443 | +10.6% | 0.05% | +2.1% |
| Q1 2021 | $471,000 | – | 4,921 | – | 0.05% | – |
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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% |