ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 468 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.29 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $498,245 | -2.5% | 5,235 | 0.0% | 0.10% | -2.9% |
| Q2 2023 | $511,125 | +10.8% | 5,235 | +0.7% | 0.10% | 0.0% |
| Q1 2023 | $461,395 | +8.9% | 5,198 | +0.0% | 0.10% | -1.0% |
| Q4 2022 | $423,857 | -1.4% | 5,197 | -3.0% | 0.10% | -9.5% |
| Q3 2022 | $430,000 | -4.4% | 5,359 | 0.0% | 0.12% | -1.7% |
| Q2 2022 | $450,000 | -21.3% | 5,359 | -0.9% | 0.12% | -7.1% |
| Q1 2022 | $572,000 | -16.4% | 5,410 | -8.6% | 0.13% | -14.2% |
| Q4 2021 | $684,000 | +3.6% | 5,916 | -8.1% | 0.15% | -12.4% |
| Q3 2021 | $660,000 | -4.9% | 6,437 | -6.3% | 0.17% | -7.7% |
| Q2 2021 | $694,000 | +2.1% | 6,872 | -8.3% | 0.18% | -9.4% |
| Q1 2021 | $680,000 | -28.5% | 7,495 | -30.1% | 0.20% | -34.6% |
| Q4 2020 | $951,000 | – | 10,723 | – | 0.31% | – |
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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% |