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 | $11,030,895 | -11.6% | 117,550 | -6.1% | 4.53% | -2.2% |
| Q2 2023 | $12,483,865 | +10.5% | 125,202 | -1.0% | 4.63% | -2.4% |
| Q1 2023 | $11,295,424 | +19.6% | 126,517 | +10.9% | 4.75% | +20.2% |
| Q4 2022 | $9,442,493 | +83.6% | 114,109 | +86.4% | 3.95% | +80.3% |
| Q3 2022 | $5,143,000 | +8.0% | 61,213 | +7.6% | 2.19% | +14.2% |
| Q2 2022 | $4,763,000 | +70.2% | 56,909 | +91.4% | 1.92% | +87.9% |
| Q1 2022 | $2,798,000 | -15.2% | 29,734 | +4.2% | 1.02% | -14.1% |
| Q4 2021 | $3,301,000 | +8.3% | 28,541 | -4.1% | 1.19% | -4.6% |
| Q3 2021 | $3,047,000 | -9.0% | 29,749 | -10.2% | 1.24% | -17.1% |
| Q2 2021 | $3,347,000 | +4.2% | 33,144 | -1.0% | 1.50% | -19.8% |
| Q1 2021 | $3,211,000 | – | 33,492 | – | 1.87% | – |
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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% |