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 | $69,828,646 | -5.0% | 736,356 | -2.1% | 0.01% | 0.0% |
| Q2 2023 | $73,466,205 | -45.6% | 752,419 | -50.5% | 0.01% | 0.0% |
| Q1 2023 | $134,963,186 | +110.2% | 1,520,370 | +93.1% | 0.01% | 0.0% |
| Q4 2022 | $64,197,422 | -0.5% | 787,505 | -2.1% | 0.01% | -14.3% |
| Q3 2022 | $64,507,000 | -6.4% | 804,529 | -2.2% | 0.01% | 0.0% |
| Q2 2022 | $68,883,000 | -20.3% | 822,976 | +0.6% | 0.01% | 0.0% |
| Q1 2022 | $86,415,000 | -7.6% | 817,852 | +1.1% | 0.01% | 0.0% |
| Q4 2021 | $93,545,000 | +11.1% | 808,938 | -1.6% | 0.01% | 0.0% |
| Q3 2021 | $84,173,000 | +0.2% | 821,924 | -1.2% | 0.01% | 0.0% |
| Q2 2021 | $84,001,000 | +5.5% | 831,861 | -5.2% | 0.01% | 0.0% |
| Q1 2021 | $79,625,000 | +0.9% | 877,033 | -1.4% | 0.01% | 0.0% |
| Q4 2020 | $78,918,000 | +8.8% | 889,824 | -1.8% | 0.01% | 0.0% |
| Q3 2020 | $72,507,000 | +8.2% | 906,559 | -2.7% | 0.01% | 0.0% |
| Q2 2020 | $67,000,000 | +44.8% | 932,108 | +15.0% | 0.01% | +16.7% |
| Q1 2020 | $46,277,000 | -0.8% | 810,605 | +17.5% | 0.01% | +20.0% |
| Q4 2019 | $46,652,000 | +6.8% | 689,714 | -0.7% | 0.01% | 0.0% |
| Q3 2019 | $43,687,000 | -0.3% | 694,883 | -0.6% | 0.01% | 0.0% |
| Q2 2019 | $43,809,000 | +3.0% | 698,940 | -0.9% | 0.01% | 0.0% |
| Q1 2019 | $42,537,000 | +13.0% | 705,194 | -1.3% | 0.01% | 0.0% |
| Q4 2018 | $37,643,000 | -15.4% | 714,288 | -0.2% | 0.01% | 0.0% |
| Q3 2018 | $44,476,000 | +6.8% | 715,972 | -1.6% | 0.01% | 0.0% |
| Q2 2018 | $41,636,000 | +3.5% | 727,904 | -1.2% | 0.01% | 0.0% |
| Q1 2018 | $40,243,000 | -1.9% | 736,781 | -3.0% | 0.01% | 0.0% |
| Q4 2017 | $41,031,000 | +4.5% | 759,420 | -2.9% | 0.01% | 0.0% |
| Q3 2017 | $39,274,000 | +4.2% | 781,728 | -0.0% | 0.01% | 0.0% |
| Q2 2017 | $37,685,000 | +1.7% | 781,839 | -2.1% | 0.01% | 0.0% |
| Q1 2017 | $37,055,000 | +7.5% | 798,774 | +0.1% | 0.01% | 0.0% |
| Q4 2016 | $34,484,000 | -0.1% | 797,694 | -2.2% | 0.01% | 0.0% |
| Q3 2016 | $34,504,000 | +2.1% | 815,898 | +94.9% | 0.01% | 0.0% |
| Q2 2016 | $33,798,000 | -3.5% | 418,701 | -3.0% | 0.01% | 0.0% |
| Q1 2016 | $35,026,000 | -5.6% | 431,725 | -4.5% | 0.01% | 0.0% |
| Q4 2015 | $37,090,000 | +8.5% | 452,095 | -1.5% | 0.01% | 0.0% |
| Q3 2015 | $34,170,000 | -8.8% | 458,780 | -0.9% | 0.01% | 0.0% |
| Q2 2015 | $37,453,000 | -2.6% | 463,014 | -1.4% | 0.01% | 0.0% |
| Q1 2015 | $38,461,000 | +1.4% | 469,612 | -2.2% | 0.01% | 0.0% |
| Q4 2014 | $37,947,000 | +2.9% | 480,040 | -2.5% | 0.01% | 0.0% |
| Q3 2014 | $36,889,000 | -2.1% | 492,307 | -3.0% | 0.01% | 0.0% |
| Q2 2014 | $37,681,000 | +3.2% | 507,755 | -2.2% | 0.01% | 0.0% |
| Q1 2014 | $36,495,000 | -3.0% | 519,207 | -3.1% | 0.01% | 0.0% |
| Q4 2013 | $37,626,000 | +7.0% | 535,748 | -1.7% | 0.01% | 0.0% |
| Q3 2013 | $35,166,000 | +5.9% | 544,794 | -1.8% | 0.01% | 0.0% |
| Q2 2013 | $33,216,000 | – | 554,528 | – | 0.01% | – |
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% |