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 | $8,287,918 | -2.9% | 87,398 | -0.1% | 1.07% | +0.3% |
| Q2 2023 | $8,538,387 | +8.8% | 87,448 | -1.1% | 1.06% | -5.2% |
| Q1 2023 | $7,849,685 | +9.0% | 88,427 | +0.1% | 1.12% | +135.1% |
| Q4 2022 | $7,203,606 | -1.6% | 88,366 | -3.2% | 0.48% | +36.2% |
| Q3 2022 | $7,322,000 | -4.2% | 91,321 | 0.0% | 0.35% | -36.2% |
| Q2 2022 | $7,644,000 | -17.1% | 91,321 | +4.7% | 0.55% | -4.7% |
| Q1 2022 | $9,219,000 | -58.5% | 87,256 | -54.6% | 0.58% | -83.7% |
| Q4 2021 | $22,214,000 | +1.6% | 192,099 | -10.0% | 3.55% | -3.8% |
| Q3 2021 | $21,863,000 | -11.6% | 213,481 | -12.8% | 3.69% | -11.2% |
| Q2 2021 | $24,724,000 | +3.3% | 244,839 | -7.1% | 4.16% | -5.1% |
| Q1 2021 | $23,925,000 | +1.9% | 263,523 | -0.4% | 4.38% | -17.3% |
| Q4 2020 | $23,469,000 | +12.0% | 264,624 | +1.0% | 5.30% | -0.3% |
| Q3 2020 | $20,956,000 | +11.9% | 262,019 | +0.5% | 5.32% | +1.7% |
| Q2 2020 | $18,734,000 | +35.0% | 260,628 | +7.2% | 5.23% | +0.9% |
| Q1 2020 | $13,876,000 | -25.3% | 243,056 | -11.5% | 5.18% | -22.5% |
| Q4 2019 | $18,567,000 | +10.4% | 274,497 | +2.6% | 6.68% | +1.7% |
| Q3 2019 | $16,823,000 | +34.3% | 267,578 | +33.8% | 6.57% | +3.7% |
| Q2 2019 | $12,531,000 | +7.6% | 199,921 | +3.5% | 6.34% | +0.0% |
| Q1 2019 | $11,649,000 | +77.5% | 193,127 | +55.1% | 6.33% | +13.3% |
| Q4 2018 | $6,562,000 | – | 124,520 | – | 5.59% | – |
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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% |