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 | $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% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Tanglewood Legacy Advisors, LLC | 286,911 | $23,388,965 | 16.62% |
Madison Wealth Partners, Inc | 346,875 | $28,277,231 | 16.50% |
HILLTOP WEALTH ADVISORS, LLC | 231,434 | $18,866,492 | 16.00% |
Tennessee Valley Asset Management Partners | 468,792 | $38,215,878 | 13.26% |
Legacy Financial Group LLC | 449,721 | $36,661,293 | 10.98% |
DDFG, Inc | 306,266 | $24,966,813 | 10.33% |
Veracity Capital LLC | 248,747 | $20,277,893 | 9.72% |
DOLIVER ADVISORS, LP | 348,597 | $28,417,627 | 9.34% |
ForthRight Wealth Management, LLC | 202,572 | $16,513,668 | 8.44% |
Spectrum Wealth Advisory Group, LLC | 71,620 | $5,838,462 | 8.13% |