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 | $1,164,607 | -4.8% | 12,281 | -2.0% | 0.67% | +0.9% |
Q2 2023 | $1,223,722 | +14.9% | 12,533 | +4.4% | 0.66% | +4.4% |
Q1 2023 | $1,065,418 | +5.9% | 12,002 | -2.8% | 0.63% | +1.8% |
Q4 2022 | $1,006,201 | +28.7% | 12,343 | +26.6% | 0.62% | +8.9% |
Q3 2022 | $782,000 | +38.7% | 9,752 | +44.7% | 0.57% | +32.8% |
Q2 2022 | $564,000 | -13.6% | 6,740 | +9.0% | 0.43% | -2.3% |
Q1 2022 | $653,000 | +75.1% | 6,184 | +91.8% | 0.44% | +73.9% |
Q4 2021 | $373,000 | – | 3,224 | – | 0.25% | – |
Download |
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% |