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 | $23,418,607 | -2.5% | 246,954 | +0.4% | 4.60% | -6.3% |
Q2 2023 | $24,017,597 | +5.1% | 245,981 | -4.4% | 4.91% | -2.3% |
Q1 2023 | $22,845,873 | +4.8% | 257,360 | -3.8% | 5.03% | -6.4% |
Q4 2022 | $21,802,479 | +211.1% | 267,449 | +219.4% | 5.37% | +167.1% |
Q2 2022 | $7,009,103 | -13.6% | 83,741 | +9.1% | 2.01% | -7.3% |
Q1 2022 | $8,110,598 | -8.5% | 76,761 | +0.1% | 2.17% | -12.8% |
Q4 2021 | $8,867,114 | – | 76,679 | – | 2.49% | – |
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% |