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 | $374,199 | -2.0% | 3,946 | +0.9% | 0.02% | -5.0% |
| Q2 2023 | $381,870 | +10.0% | 3,911 | 0.0% | 0.02% | -4.8% |
| Q1 2023 | $347,179 | +8.3% | 3,911 | -0.5% | 0.02% | +10.5% |
| Q4 2022 | $320,537 | +3.1% | 3,932 | +1.2% | 0.02% | -9.5% |
| Q3 2022 | $311,000 | -9.6% | 3,886 | -5.1% | 0.02% | +23.5% |
| Q2 2022 | $344,000 | -20.4% | 4,095 | +0.0% | 0.02% | -10.5% |
| Q1 2022 | $432,000 | -15.0% | 4,094 | -6.9% | 0.02% | 0.0% |
| Q4 2021 | $508,000 | +17.6% | 4,398 | +5.3% | 0.02% | +11.8% |
| Q3 2021 | $432,000 | -1.8% | 4,178 | -2.6% | 0.02% | 0.0% |
| Q2 2021 | $440,000 | +5.3% | 4,290 | -0.6% | 0.02% | +41.7% |
| Q1 2021 | $418,000 | +16.4% | 4,314 | 0.0% | 0.01% | -14.3% |
| Q4 2020 | $359,000 | +30.1% | 4,314 | +21.9% | 0.01% | 0.0% |
| Q3 2020 | $276,000 | -29.9% | 3,538 | -37.3% | 0.01% | -36.4% |
| Q2 2020 | $394,000 | +31.8% | 5,643 | +5.4% | 0.02% | +10.0% |
| Q1 2020 | $299,000 | -17.2% | 5,353 | +0.6% | 0.02% | +5.3% |
| Q4 2019 | $361,000 | +59.0% | 5,321 | +46.2% | 0.02% | +35.7% |
| Q3 2019 | $227,000 | +1.8% | 3,639 | +2.2% | 0.01% | 0.0% |
| Q2 2019 | $223,000 | -11.9% | 3,559 | -15.4% | 0.01% | -17.6% |
| Q1 2019 | $253,000 | +36.8% | 4,209 | +18.3% | 0.02% | +21.4% |
| Q4 2018 | $185,000 | -10.2% | 3,558 | +7.2% | 0.01% | 0.0% |
| Q3 2018 | $206,000 | +274.5% | 3,320 | +242.3% | 0.01% | +250.0% |
| Q2 2018 | $55,000 | +1.9% | 970 | -2.0% | 0.00% | -20.0% |
| Q1 2018 | $54,000 | +1.9% | 990 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $53,000 | +8.2% | 990 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $49,000 | +4.3% | 990 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $47,000 | +38.2% | 990 | +33.8% | 0.01% | +25.0% |
| Q1 2017 | $34,000 | +9.7% | 740 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $31,000 | 0.0% | 740 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $31,000 | +3.3% | 740 | +100.0% | 0.00% | 0.0% |
| Q2 2016 | $30,000 | – | 370 | – | 0.00% | – |
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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% |