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 | $315,784 | +117.5% | 3,330 | +123.9% | 0.00% | 0.0% |
| Q2 2023 | $145,191 | +66.7% | 1,487 | +51.6% | 0.00% | – |
| Q1 2023 | $87,083 | +121.2% | 981 | +103.1% | 0.00% | – |
| Q4 2022 | $39,374 | +1.0% | 483 | 0.0% | 0.00% | – |
| Q3 2022 | $39,000 | -38.1% | 483 | -35.6% | 0.00% | – |
| Q2 2022 | $63,000 | +530.0% | 750 | +689.5% | 0.00% | – |
| Q1 2022 | $10,000 | -9.1% | 95 | 0.0% | 0.00% | – |
| Q4 2021 | $11,000 | -8.3% | 95 | -20.8% | 0.00% | – |
| Q3 2021 | $12,000 | 0.0% | 120 | 0.0% | 0.00% | – |
| Q2 2021 | $12,000 | +9.1% | 120 | 0.0% | 0.00% | – |
| Q1 2021 | $11,000 | 0.0% | 120 | 0.0% | 0.00% | – |
| Q4 2020 | $11,000 | +10.0% | 120 | 0.0% | 0.00% | – |
| Q3 2020 | $10,000 | +11.1% | 120 | 0.0% | 0.00% | – |
| Q2 2020 | $9,000 | +28.6% | 120 | 0.0% | 0.00% | – |
| Q1 2020 | $7,000 | -99.7% | 120 | -99.6% | 0.00% | -100.0% |
| Q4 2019 | $2,004,000 | +8.0% | 29,632 | +0.4% | 0.01% | 0.0% |
| Q3 2019 | $1,855,000 | +54.5% | 29,511 | +54.0% | 0.01% | +57.1% |
| Q2 2019 | $1,201,000 | +3.9% | 19,160 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $1,156,000 | +14.5% | 19,160 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $1,010,000 | -15.1% | 19,160 | 0.0% | 0.01% | -12.5% |
| Q3 2018 | $1,190,000 | +3.1% | 19,160 | -5.0% | 0.01% | 0.0% |
| Q2 2018 | $1,154,000 | +10.2% | 20,175 | +5.3% | 0.01% | +14.3% |
| Q1 2018 | $1,047,000 | +10370.0% | 19,160 | +9292.2% | 0.01% | – |
| Q2 2017 | $10,000 | +11.1% | 204 | 0.0% | 0.00% | – |
| Q1 2017 | $9,000 | -85.9% | 204 | -74.1% | 0.00% | -100.0% |
| Q2 2016 | $64,000 | 0.0% | 789 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $64,000 | 0.0% | 789 | 0.0% | 0.00% | 0.0% |
| Q4 2015 | $64,000 | -9.9% | 789 | -15.1% | 0.00% | 0.0% |
| Q3 2015 | $71,000 | -6.6% | 929 | 0.0% | 0.00% | 0.0% |
| Q2 2015 | $76,000 | +1.3% | 929 | 0.0% | 0.00% | 0.0% |
| Q1 2015 | $75,000 | +581.8% | 929 | +563.6% | 0.00% | – |
| Q4 2014 | $11,000 | +10.0% | 140 | 0.0% | 0.00% | – |
| Q3 2014 | $10,000 | 0.0% | 140 | 0.0% | 0.00% | – |
| Q2 2014 | $10,000 | – | 140 | – | 0.00% | – |
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% |