ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 8 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $998,573 | +3.5% | 10,530 | +6.5% | 0.10% | +5.4% |
| Q2 2023 | $965,187 | +29.9% | 9,885 | +18.1% | 0.09% | +17.9% |
| Q1 2023 | $743,057 | +11.1% | 8,371 | +2.1% | 0.08% | +6.8% |
| Q4 2022 | $668,570 | +5.5% | 8,201 | +3.7% | 0.07% | +4.3% |
| Q3 2022 | $634,000 | -1.4% | 7,910 | +2.9% | 0.07% | +4.5% |
| Q2 2022 | $643,000 | -3.0% | 7,685 | +22.5% | 0.07% | +13.6% |
| Q1 2022 | $663,000 | – | 6,271 | – | 0.06% | – |
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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% |