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 | $23,030,163 | -5.5% | 242,857 | -2.7% | 17.82% | -0.8% |
Q2 2023 | $24,363,573 | +12.8% | 249,525 | +2.5% | 17.97% | +3.3% |
Q1 2023 | $21,607,537 | +14.5% | 243,410 | +5.2% | 17.38% | +8.6% |
Q4 2022 | $18,866,492 | +6.2% | 231,434 | +4.5% | 16.00% | -12.3% |
Q3 2022 | $17,760,000 | +0.7% | 221,508 | +5.2% | 18.26% | +6.3% |
Q2 2022 | $17,629,000 | – | 210,626 | – | 17.17% | – |
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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% |