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 | $486,483 | -5.5% | 5,130 | -2.7% | 0.09% | -6.5% |
| Q2 2023 | $514,568 | +9.0% | 5,270 | -0.9% | 0.09% | +2.2% |
| Q1 2023 | $472,260 | +19.4% | 5,320 | +9.7% | 0.09% | +12.3% |
| Q4 2022 | $395,375 | +27.1% | 4,850 | +24.9% | 0.08% | +11.0% |
| Q3 2022 | $311,000 | -4.3% | 3,884 | +0.0% | 0.07% | -3.9% |
| Q2 2022 | $325,000 | -11.2% | 3,883 | +12.2% | 0.08% | -2.6% |
| Q1 2022 | $366,000 | -10.1% | 3,460 | -1.7% | 0.08% | -8.2% |
| Q4 2021 | $407,000 | +94.7% | 3,519 | +72.7% | 0.08% | +66.7% |
| Q3 2021 | $209,000 | – | 2,038 | – | 0.05% | – |
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% |