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 | $556,939 | -11.4% | 5,873 | -8.8% | 0.11% | -10.0% |
| Q2 2023 | $628,732 | +10.1% | 6,439 | +0.1% | 0.12% | +7.1% |
| Q1 2023 | $570,904 | +9.1% | 6,431 | +0.2% | 0.11% | +10.9% |
| Q4 2022 | $523,304 | -16.0% | 6,419 | -13.7% | 0.10% | -12.9% |
| Q3 2022 | $623,000 | 0.0% | 7,441 | 0.0% | 0.12% | 0.0% |
| Q2 2022 | $623,000 | -97.2% | 7,441 | -96.5% | 0.12% | -96.5% |
| Q1 2022 | $22,405,000 | -7.6% | 212,047 | +1.1% | 3.30% | -4.4% |
| Q4 2021 | $24,248,000 | +16.1% | 209,683 | +2.8% | 3.46% | +17.6% |
| Q3 2021 | $20,884,000 | -4.1% | 203,923 | -5.4% | 2.94% | -5.1% |
| Q2 2021 | $21,779,000 | -1.9% | 215,672 | -11.8% | 3.10% | +4.1% |
| Q1 2021 | $22,191,000 | +19.9% | 244,424 | +17.1% | 2.97% | -5.3% |
| Q4 2020 | $18,505,000 | -11.1% | 208,646 | -19.8% | 3.14% | -18.7% |
| Q3 2020 | $20,807,000 | +34.6% | 260,152 | +20.9% | 3.86% | +12.2% |
| Q2 2020 | $15,461,000 | +37.0% | 215,091 | +8.8% | 3.44% | +14.6% |
| Q1 2020 | $11,284,000 | +525.2% | 197,649 | +640.7% | 3.00% | +686.1% |
| Q4 2019 | $1,805,000 | +13.2% | 26,683 | +5.2% | 0.38% | +2.1% |
| Q3 2019 | $1,594,000 | +1.7% | 25,357 | +1.4% | 0.37% | -2.3% |
| Q2 2019 | $1,568,000 | +5.7% | 25,010 | +1.7% | 0.38% | -7.5% |
| Q1 2019 | $1,483,000 | +78.0% | 24,585 | +55.5% | 0.41% | +62.4% |
| Q4 2018 | $833,000 | – | 15,808 | – | 0.26% | – |
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% |