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 | $546,630 | -3.2% | 5,764 | -0.3% | 0.48% | -4.8% |
Q2 2023 | $564,487 | +9.5% | 5,781 | -0.5% | 0.50% | +1.4% |
Q1 2023 | $515,583 | +8.8% | 5,808 | -0.1% | 0.49% | -1.2% |
Q4 2022 | $473,938 | +0.8% | 5,814 | -0.8% | 0.50% | -2.7% |
Q3 2022 | $470,000 | -4.3% | 5,863 | -0.0% | 0.51% | -1.0% |
Q2 2022 | $491,000 | -20.8% | 5,864 | 0.0% | 0.52% | -12.2% |
Q1 2022 | $620,000 | -7.0% | 5,864 | +1.7% | 0.59% | -8.4% |
Q4 2021 | $667,000 | – | 5,764 | – | 0.64% | – |
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% |