ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 502 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,166,638 | -45.9% | 12,302 | -44.3% | 0.20% | -46.9% |
| Q2 2023 | $2,158,392 | -2.5% | 22,106 | -18.6% | 0.37% | -16.0% |
| Q4 2022 | $2,213,202 | +0.6% | 27,149 | -1.0% | 0.44% | -2.0% |
| Q3 2022 | $2,199,000 | -1.8% | 27,423 | +2.5% | 0.45% | +0.5% |
| Q2 2022 | $2,239,000 | -18.9% | 26,747 | +2.4% | 0.44% | -5.3% |
| Q1 2022 | $2,760,000 | -8.2% | 26,120 | +0.5% | 0.47% | -4.9% |
| Q4 2021 | $3,006,000 | +18.7% | 25,995 | +5.1% | 0.49% | +7.6% |
| Q3 2021 | $2,533,000 | +7.1% | 24,736 | +5.6% | 0.46% | +6.8% |
| Q2 2021 | $2,366,000 | +25.2% | 23,427 | +12.5% | 0.43% | +16.6% |
| Q1 2021 | $1,890,000 | +5.7% | 20,817 | +3.3% | 0.37% | -1.1% |
| Q4 2020 | $1,788,000 | +27.3% | 20,161 | +14.7% | 0.37% | +7.8% |
| Q3 2020 | $1,405,000 | +20.1% | 17,573 | +8.0% | 0.34% | +8.5% |
| Q2 2020 | $1,170,000 | +41.0% | 16,277 | +11.9% | 0.32% | +15.6% |
| Q1 2020 | $830,000 | -23.6% | 14,544 | -9.5% | 0.28% | -5.8% |
| Q4 2019 | $1,087,000 | – | 16,071 | – | 0.29% | – |
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% |