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 | $1,810,906 | -3.2% | 19,096 | -0.3% | 0.92% | +7.9% |
| Q2 2023 | $1,870,425 | +10.0% | 19,156 | 0.0% | 0.86% | +0.2% |
| Q1 2023 | $1,700,509 | +6.7% | 19,156 | -2.0% | 0.85% | -3.5% |
| Q4 2022 | $1,593,092 | +2.8% | 19,542 | +1.1% | 0.88% | +3.4% |
| Q3 2022 | $1,550,000 | -5.0% | 19,329 | -0.8% | 0.86% | -26.1% |
| Q2 2022 | $1,631,000 | -20.8% | 19,482 | 0.0% | 1.16% | +8.5% |
| Q1 2022 | $2,059,000 | -8.8% | 19,482 | -0.2% | 1.07% | -4.1% |
| Q4 2021 | $2,257,000 | +11.7% | 19,519 | -1.1% | 1.11% | +1.4% |
| Q3 2021 | $2,020,000 | -2.1% | 19,729 | 0.0% | 1.10% | +3.4% |
| Q2 2021 | $2,064,000 | +13.5% | 19,729 | -1.5% | 1.06% | +1.6% |
| Q1 2021 | $1,819,000 | +1.2% | 20,038 | -1.1% | 1.05% | -0.7% |
| Q4 2020 | $1,797,000 | – | 20,260 | – | 1.05% | – |
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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% |