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 | $17,411,862 | +64.4% | 183,611 | +69.3% | 4.19% | +69.9% |
| Q2 2023 | $10,591,410 | +5.0% | 108,474 | -4.5% | 2.47% | +1.0% |
| Q1 2023 | $10,086,704 | -12.5% | 113,627 | -19.6% | 2.44% | -18.2% |
| Q4 2022 | $11,521,322 | -11.9% | 141,331 | -13.3% | 2.99% | -18.6% |
| Q3 2022 | $13,071,000 | -0.8% | 163,018 | +3.5% | 3.67% | -2.0% |
| Q2 2022 | $13,182,000 | -19.2% | 157,492 | +2.0% | 3.74% | -18.1% |
| Q1 2022 | $16,320,000 | -11.5% | 154,455 | -3.1% | 4.57% | +3.9% |
| Q4 2021 | $18,432,000 | +18.2% | 159,358 | +4.6% | 4.40% | +7.5% |
| Q3 2021 | $15,598,000 | +1.3% | 152,307 | -0.1% | 4.09% | -1.7% |
| Q2 2021 | $15,391,000 | +41.1% | 152,409 | +26.9% | 4.16% | +28.8% |
| Q1 2021 | $10,905,000 | +21.0% | 120,108 | +18.2% | 3.23% | +10.5% |
| Q4 2020 | $9,010,000 | +9.9% | 101,589 | -0.9% | 2.92% | -5.1% |
| Q3 2020 | $8,196,000 | -7.4% | 102,475 | -16.8% | 3.08% | -13.8% |
| Q2 2020 | $8,853,000 | +9.4% | 123,160 | -13.1% | 3.58% | -8.8% |
| Q1 2020 | $8,095,000 | -25.0% | 141,796 | -11.2% | 3.92% | -19.4% |
| Q4 2019 | $10,797,000 | -20.5% | 159,625 | -26.1% | 4.86% | -29.2% |
| Q3 2019 | $13,575,000 | +24.4% | 215,914 | +24.0% | 6.87% | +14.0% |
| Q2 2019 | $10,916,000 | -30.3% | 174,160 | -36.1% | 6.02% | +18.4% |
| Q1 2019 | $15,662,000 | +186.5% | 272,754 | +163.0% | 5.09% | +30.1% |
| Q4 2018 | $5,466,000 | – | 103,726 | – | 3.91% | – |
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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% |