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 | $1,102,304 | -2.9% | 11,624 | 0.0% | 0.14% | +13.9% |
| Q2 2023 | $1,134,967 | -7.2% | 11,624 | -15.6% | 0.12% | -14.1% |
| Q1 2023 | $1,222,629 | +8.9% | 13,773 | 0.0% | 0.14% | +3.6% |
| Q4 2022 | $1,122,775 | +1.7% | 13,773 | 0.0% | 0.14% | -3.5% |
| Q3 2022 | $1,104,000 | -4.2% | 13,773 | 0.0% | 0.14% | +6.0% |
| Q2 2022 | $1,153,000 | -23.0% | 13,773 | -2.9% | 0.13% | -2.2% |
| Q1 2022 | $1,498,000 | -8.7% | 14,182 | 0.0% | 0.14% | -3.5% |
| Q4 2021 | $1,640,000 | +12.9% | 14,182 | 0.0% | 0.14% | -4.7% |
| Q3 2021 | $1,452,000 | +1.4% | 14,182 | 0.0% | 0.15% | -16.8% |
| Q2 2021 | $1,432,000 | -20.1% | 14,182 | -28.1% | 0.18% | -30.1% |
| Q1 2021 | $1,792,000 | -27.4% | 19,738 | -29.1% | 0.26% | -29.7% |
| Q4 2020 | $2,470,000 | +10.9% | 27,854 | 0.0% | 0.36% | +0.3% |
| Q3 2020 | $2,228,000 | +11.2% | 27,854 | -0.1% | 0.36% | -19.0% |
| Q2 2020 | $2,004,000 | +20.1% | 27,883 | -4.6% | 0.45% | -5.9% |
| Q1 2020 | $1,669,000 | -16.0% | 29,227 | -0.5% | 0.48% | +8.4% |
| Q4 2019 | $1,987,000 | – | 29,370 | – | 0.44% | – |
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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% |