ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 8 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $158,461 | +116.1% | 1,671 | +122.5% | 0.05% | +123.8% |
| Q2 2023 | $73,328 | +10.0% | 751 | 0.0% | 0.02% | +5.0% |
| Q1 2023 | $66,666 | +100909.1% | 751 | -7.6% | 0.02% | 0.0% |
| Q4 2022 | $66 | -99.5% | 813 | +383.9% | 0.02% | +400.0% |
| Q3 2022 | $13,000 | -7.1% | 168 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $14,000 | – | 168 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Tanglewood Legacy Advisors, LLC | 286,911 | $23,388,965 | 16.62% |
| Madison Wealth Partners, Inc | 346,875 | $28,277,231 | 16.50% |
| HILLTOP WEALTH ADVISORS, LLC | 231,434 | $18,866,492 | 16.00% |
| Tennessee Valley Asset Management Partners | 468,792 | $38,215,878 | 13.26% |
| Legacy Financial Group LLC | 449,721 | $36,661,293 | 10.98% |
| DDFG, Inc | 306,266 | $24,966,813 | 10.33% |
| Veracity Capital LLC | 248,747 | $20,277,893 | 9.72% |
| DOLIVER ADVISORS, LP | 348,597 | $28,417,627 | 9.34% |
| ForthRight Wealth Management, LLC | 202,572 | $16,513,668 | 8.44% |
| Spectrum Wealth Advisory Group, LLC | 71,620 | $5,838,462 | 8.13% |