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 | $246,226 | -7.3% | 2,587 | -5.0% | 0.15% | -5.7% |
| Q2 2023 | $265,706 | +10.2% | 2,723 | +0.2% | 0.16% | +8.9% |
| Q1 2023 | $241,147 | -5.1% | 2,717 | -12.9% | 0.15% | -15.6% |
| Q4 2022 | $254,172 | +1.7% | 3,118 | +0.0% | 0.17% | -16.4% |
| Q3 2022 | $250,000 | -8.8% | 3,117 | -4.9% | 0.21% | -11.5% |
| Q2 2022 | $274,000 | -13.6% | 3,279 | +5.0% | 0.23% | -17.0% |
| Q1 2022 | $317,000 | -2.2% | 3,122 | +11.4% | 0.28% | -9.9% |
| Q4 2021 | $324,000 | – | 2,803 | – | 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% |