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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $797,000 | +13.0% | 6,896 | +0.2% | 1.84% | +1.6% |
| Q3 2021 | $705,000 | +1.6% | 6,885 | +0.2% | 1.82% | +36.5% |
| Q2 2021 | $694,000 | +11.4% | 6,871 | +0.1% | 1.33% | +71.6% |
| Q1 2021 | $623,000 | +2.6% | 6,862 | +0.2% | 0.78% | -17.8% |
| Q4 2020 | $607,000 | +23.9% | 6,849 | +0.5% | 0.94% | +20.3% |
| Q3 2020 | $490,000 | 0.0% | 6,812 | 0.0% | 0.78% | +2.3% |
| Q2 2020 | $490,000 | +26.3% | 6,812 | +0.3% | 0.77% | +14.8% |
| Q1 2020 | $388,000 | -15.3% | 6,794 | +0.3% | 0.67% | +21.1% |
| Q4 2019 | $458,000 | – | 6,772 | – | 0.55% | – |
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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% |