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 | $12,679,899 | -4.5% | 133,712 | -1.7% | 1.70% | -5.0% |
| Q2 2023 | $13,283,303 | +8.8% | 136,044 | -1.1% | 1.79% | +2.2% |
| Q1 2023 | $12,212,496 | +10.7% | 137,575 | +1.7% | 1.75% | -0.5% |
| Q4 2022 | $11,028,055 | -37.1% | 135,280 | -38.1% | 1.76% | -43.8% |
| Q3 2022 | $17,531,000 | -2.9% | 218,645 | +1.3% | 3.13% | +7.3% |
| Q2 2022 | $18,057,000 | -24.8% | 215,744 | -5.1% | 2.92% | -21.0% |
| Q1 2022 | $24,019,000 | -13.3% | 227,325 | -5.1% | 3.69% | -3.4% |
| Q4 2021 | $27,711,000 | – | 239,639 | – | 3.82% | – |
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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% |