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 | $46,045,533,000 | +97585.0% | 485,559 | +0.6% | 10.83% | -10.9% |
| Q2 2023 | $47,136,731 | +25.0% | 482,760 | +13.6% | 12.15% | +17.6% |
| Q1 2023 | $37,724,369 | +2.9% | 424,968 | -5.5% | 10.33% | -6.0% |
| Q4 2022 | $36,661,293 | +5.3% | 449,721 | +3.6% | 10.98% | -5.5% |
| Q3 2022 | $34,809,000 | +1.9% | 434,142 | +6.3% | 11.62% | +7.8% |
| Q2 2022 | $34,169,000 | -21.8% | 408,231 | -1.3% | 10.78% | -15.9% |
| Q1 2022 | $43,720,000 | +16.4% | 413,777 | +23.3% | 12.82% | -20.6% |
| Q4 2021 | $37,550,000 | -21.5% | 335,565 | -28.2% | 16.14% | +12.8% |
| Q3 2021 | $47,856,000 | +4.6% | 467,301 | +3.1% | 14.32% | +3.5% |
| Q2 2021 | $45,773,000 | +19.2% | 453,289 | +7.2% | 13.82% | +3.6% |
| Q1 2021 | $38,386,000 | +3.8% | 422,802 | +1.4% | 13.34% | -6.2% |
| Q4 2020 | $36,969,000 | – | 416,835 | – | 14.22% | – |
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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% |