ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 468 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.29 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $714,149 | +82.2% | 7,531 | +87.6% | 0.03% | +73.3% |
| Q2 2023 | $392,008 | +18.6% | 4,015 | +7.8% | 0.02% | +7.1% |
| Q1 2023 | $330,668 | +1.4% | 3,725 | -6.9% | 0.01% | 0.0% |
| Q4 2022 | $326,080 | +51.7% | 4,000 | +49.1% | 0.01% | +40.0% |
| Q3 2022 | $215,000 | -17.6% | 2,683 | +18.7% | 0.01% | -9.1% |
| Q4 2021 | $261,000 | -19.7% | 2,260 | -28.8% | 0.01% | -26.7% |
| Q3 2021 | $325,000 | -14.0% | 3,173 | -15.0% | 0.02% | -21.1% |
| Q2 2021 | $378,000 | +24.3% | 3,732 | +13.0% | 0.02% | +11.8% |
| Q1 2021 | $304,000 | -3.5% | 3,302 | -7.0% | 0.02% | -26.1% |
| Q4 2020 | $315,000 | +11.7% | 3,552 | +0.8% | 0.02% | -8.0% |
| Q3 2020 | $282,000 | +10.6% | 3,525 | -0.7% | 0.02% | -3.8% |
| Q2 2020 | $255,000 | – | 3,549 | – | 0.03% | – |
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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% |