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 | $1,793,847 | +17.0% | 18,916 | +20.5% | 0.21% | +19.2% |
| Q2 2023 | $1,533,089 | +7.8% | 15,701 | -2.0% | 0.18% | 0.0% |
| Q1 2023 | $1,422,490 | +4.9% | 16,024 | -3.7% | 0.18% | +1.1% |
| Q4 2022 | $1,356,203 | -24.6% | 16,636 | -25.8% | 0.18% | -31.9% |
| Q3 2022 | $1,799,000 | -11.1% | 22,433 | -7.2% | 0.26% | -6.9% |
| Q2 2022 | $2,024,000 | -19.7% | 24,184 | +1.4% | 0.28% | -17.4% |
| Q1 2022 | $2,520,000 | -10.5% | 23,848 | -2.1% | 0.33% | -4.6% |
| Q4 2021 | $2,816,000 | +18.2% | 24,350 | +4.7% | 0.35% | +6.1% |
| Q3 2021 | $2,382,000 | +3.6% | 23,257 | +2.2% | 0.33% | +1.5% |
| Q2 2021 | $2,299,000 | +32.1% | 22,764 | +18.7% | 0.32% | +19.9% |
| Q1 2021 | $1,740,000 | +31.5% | 19,170 | +28.5% | 0.27% | +3.8% |
| Q4 2020 | $1,323,000 | +94.8% | 14,922 | +75.7% | 0.26% | +69.5% |
| Q3 2020 | $679,000 | +6.9% | 8,491 | -3.9% | 0.15% | -3.8% |
| Q2 2020 | $635,000 | -22.5% | 8,839 | -38.4% | 0.16% | -26.6% |
| Q1 2020 | $819,000 | -20.4% | 14,347 | -5.7% | 0.22% | -4.8% |
| Q4 2019 | $1,029,000 | – | 15,216 | – | 0.23% | – |
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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% |