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 | $670 | +46.0% | 7,070 | +36.7% | 0.40% | +8.9% |
| Q1 2023 | $459 | -24.0% | 5,173 | -30.2% | 0.37% | -12.3% |
| Q4 2022 | $604 | -99.9% | 7,406 | +32.0% | 0.42% | +6.3% |
| Q3 2022 | $450,000 | -39.5% | 5,609 | -36.9% | 0.40% | -23.8% |
| Q2 2022 | $744,000 | -22.2% | 8,887 | -1.8% | 0.52% | -20.6% |
| Q1 2022 | $956,000 | -8.6% | 9,046 | 0.0% | 0.66% | -5.9% |
| Q4 2021 | $1,046,000 | -8.6% | 9,046 | -20.2% | 0.70% | -33.2% |
| Q2 2021 | $1,144,000 | +9.3% | 11,329 | -1.7% | 1.04% | +29.4% |
| Q1 2021 | $1,047,000 | 0.0% | 11,527 | -2.3% | 0.81% | -1.8% |
| Q4 2020 | $1,047,000 | – | 11,804 | – | 0.82% | – |
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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% |