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 | $294,625 | +7.0% | 3,106 | +10.1% | 0.12% | +7.0% |
Q2 2023 | $275,478 | +10.0% | 2,821 | 0.0% | 0.11% | 0.0% |
Q1 2023 | $250,452 | +10.8% | 2,821 | 0.0% | 0.11% | -5.0% |
Q3 2022 | $226,000 | -4.2% | 2,821 | 0.0% | 0.12% | -8.4% |
Q2 2022 | $236,000 | -26.2% | 2,821 | -6.8% | 0.13% | -18.1% |
Q1 2022 | $320,000 | -8.6% | 3,026 | 0.0% | 0.16% | -8.0% |
Q4 2021 | $350,000 | +12.9% | 3,026 | 0.0% | 0.17% | +2.4% |
Q3 2021 | $310,000 | +1.3% | 3,026 | 0.0% | 0.17% | +1.8% |
Q2 2021 | $306,000 | +11.3% | 3,026 | 0.0% | 0.17% | +4.4% |
Q1 2021 | $275,000 | +2.6% | 3,026 | 0.0% | 0.16% | -5.9% |
Q4 2020 | $268,000 | +10.7% | 3,026 | 0.0% | 0.17% | -6.1% |
Q3 2020 | $242,000 | +8.5% | 3,026 | -2.6% | 0.18% | -15.4% |
Q2 2020 | $223,000 | +7.2% | 3,108 | +1.1% | 0.21% | +12.0% |
Q4 2019 | $208,000 | – | 3,075 | – | 0.19% | – |
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% |