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 | $21,746,144 | +4.1% | 229,317 | +7.1% | 10.08% | +8.5% |
| Q2 2023 | $20,897,091 | +14.3% | 214,069 | +3.9% | 9.28% | +9.5% |
| Q1 2023 | $18,285,740 | +59.2% | 206,034 | +46.3% | 8.48% | +53.6% |
| Q4 2022 | $11,484,218 | +21.6% | 140,872 | +19.6% | 5.52% | +10.0% |
| Q3 2022 | $9,447,000 | +29.7% | 117,808 | +35.4% | 5.02% | +35.2% |
| Q2 2022 | $7,284,000 | -16.2% | 87,016 | +5.7% | 3.71% | -6.9% |
| Q1 2022 | $8,695,000 | +53.1% | 82,285 | +67.5% | 3.99% | +50.6% |
| Q4 2021 | $5,680,000 | +14.8% | 49,117 | +1.7% | 2.65% | +2.2% |
| Q3 2021 | $4,948,000 | +3.0% | 48,314 | +1.5% | 2.59% | +2.5% |
| Q2 2021 | $4,806,000 | +9.5% | 47,597 | -1.6% | 2.53% | -1.7% |
| Q1 2021 | $4,390,000 | -47.2% | 48,359 | -48.4% | 2.57% | -47.8% |
| Q4 2020 | $8,307,000 | +12.7% | 93,664 | +1.6% | 4.93% | -5.4% |
| Q3 2020 | $7,372,000 | +7.0% | 92,179 | -3.9% | 5.21% | +1.7% |
| Q2 2020 | $6,892,000 | +40.2% | 95,885 | +11.3% | 5.13% | +13.8% |
| Q1 2020 | $4,917,000 | +42.1% | 86,122 | +68.4% | 4.51% | +51.4% |
| Q4 2019 | $3,460,000 | – | 51,147 | – | 2.98% | – |
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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% |