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 | $382,639 | -2.9% | 4,035 | 0.0% | 0.05% | 0.0% |
| Q2 2023 | $393,977 | +18.4% | 4,035 | +7.7% | 0.05% | +11.1% |
| Q1 2023 | $332,621 | +16.3% | 3,747 | +6.8% | 0.04% | +9.8% |
| Q4 2022 | $286,054 | -0.3% | 3,509 | -2.1% | 0.04% | -6.8% |
| Q3 2022 | $287,000 | +9.5% | 3,584 | +14.6% | 0.04% | +33.3% |
| Q2 2022 | $262,000 | -21.3% | 3,128 | -0.7% | 0.03% | -13.2% |
| Q1 2022 | $333,000 | -15.3% | 3,151 | -7.4% | 0.04% | -11.6% |
| Q4 2021 | $393,000 | +12.9% | 3,401 | +0.0% | 0.04% | +2.4% |
| Q3 2021 | $348,000 | +1.5% | 3,400 | 0.0% | 0.04% | +2.4% |
| Q2 2021 | $343,000 | +15.9% | 3,400 | +4.3% | 0.04% | +5.1% |
| Q1 2021 | $296,000 | +2.4% | 3,260 | 0.0% | 0.04% | -4.9% |
| Q4 2020 | $289,000 | +10.7% | 3,260 | +0.0% | 0.04% | -2.4% |
| Q3 2020 | $261,000 | 0.0% | 3,259 | -10.3% | 0.04% | -6.7% |
| Q2 2020 | $261,000 | +20.8% | 3,632 | -3.9% | 0.04% | -2.2% |
| Q1 2020 | $216,000 | -18.5% | 3,781 | -3.3% | 0.05% | +4.5% |
| Q4 2019 | $265,000 | +7.7% | 3,912 | +0.1% | 0.04% | -4.3% |
| Q3 2019 | $246,000 | +3.4% | 3,910 | +2.9% | 0.05% | -4.2% |
| Q2 2019 | $238,000 | +2.6% | 3,798 | -1.4% | 0.05% | +20.0% |
| Q1 2019 | $232,000 | +14.3% | 3,851 | +0.1% | 0.04% | -4.8% |
| Q4 2018 | $203,000 | -15.1% | 3,849 | +0.1% | 0.04% | +5.0% |
| Q3 2018 | $239,000 | +18.9% | 3,847 | +9.4% | 0.04% | +11.1% |
| Q2 2018 | $201,000 | +3.1% | 3,518 | -1.4% | 0.04% | 0.0% |
| Q1 2018 | $195,000 | 0.0% | 3,568 | -1.4% | 0.04% | 0.0% |
| Q4 2017 | $195,000 | – | 3,618 | – | 0.04% | – |
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% |