ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 539 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.03 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,125,128 | +4.0% | 11,656 | +4.0% | 0.64% | +7.3% |
| Q2 2023 | $1,081,554 | +8.9% | 11,205 | +0.1% | 0.60% | +6.7% |
| Q1 2023 | $993,386 | +9.0% | 11,191 | +0.2% | 0.56% | +6.0% |
| Q4 2022 | $911,065 | +1.7% | 11,170 | +0.2% | 0.53% | -4.5% |
| Q3 2022 | $896,000 | +3.1% | 11,151 | +9.2% | 0.56% | +9.9% |
| Q2 2022 | $869,000 | -11.8% | 10,207 | +2.9% | 0.51% | -2.9% |
| Q1 2022 | $985,000 | +3.8% | 9,915 | +4.9% | 0.52% | -3.0% |
| Q4 2021 | $949,000 | -8.4% | 9,456 | -0.1% | 0.54% | -5.1% |
| Q3 2021 | $1,036,000 | +6.3% | 9,465 | -2.0% | 0.57% | -0.5% |
| Q2 2021 | $975,000 | +25.6% | 9,658 | +19.3% | 0.57% | +19.5% |
| Q1 2021 | $776,000 | +2.8% | 8,098 | -2.4% | 0.48% | -0.2% |
| Q4 2020 | $755,000 | +21.2% | 8,298 | +12.4% | 0.48% | +9.4% |
| Q3 2020 | $623,000 | +14.9% | 7,382 | +2.9% | 0.44% | +0.5% |
| Q2 2020 | $542,000 | +5.4% | 7,171 | -9.6% | 0.43% | -7.1% |
| Q1 2020 | $514,000 | -34.6% | 7,936 | -27.1% | 0.47% | -31.3% |
| Q4 2019 | $786,000 | – | 10,884 | – | 0.68% | – |
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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% |