ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 502 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,921,390 | -2.5% | 20,187 | 0.0% | 0.07% | 0.0% |
| Q2 2023 | $1,971,059 | +10.0% | 20,187 | 0.0% | 0.07% | +4.6% |
| Q1 2023 | $1,792,000 | +8.9% | 20,187 | 0.0% | 0.06% | +8.3% |
| Q4 2022 | $1,646,265 | -1.2% | 20,187 | -2.9% | 0.06% | -10.4% |
| Q3 2022 | $1,666,000 | -4.2% | 20,782 | 0.0% | 0.07% | +4.7% |
| Q2 2022 | $1,739,000 | -20.8% | 20,782 | 0.0% | 0.06% | -11.1% |
| Q1 2022 | $2,196,000 | -8.6% | 20,782 | 0.0% | 0.07% | -5.3% |
| Q4 2021 | $2,403,000 | +36.5% | 20,782 | +20.9% | 0.08% | +15.2% |
| Q3 2021 | $1,760,000 | +25.6% | 17,192 | +23.9% | 0.07% | +24.5% |
| Q2 2021 | $1,401,000 | +71.7% | 13,872 | +54.4% | 0.05% | +43.2% |
| Q1 2021 | $816,000 | +184.3% | 8,985 | +177.3% | 0.04% | +94.7% |
| Q4 2020 | $287,000 | +192.9% | 3,240 | +165.6% | 0.02% | +137.5% |
| Q3 2020 | $98,000 | +11.4% | 1,220 | 0.0% | 0.01% | -11.1% |
| Q2 2020 | $88,000 | -99.9% | 1,220 | 0.0% | 0.01% | -10.0% |
| Q1 2020 | $69,650,000 | -41.0% | 1,220 | -35.0% | 0.01% | -33.3% |
| Q3 2019 | $118,006,000 | – | 1,877 | – | 0.02% | – |
Download | ||||||
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% |