ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 539 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.03 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,877,613 | +3.1% | 40,890 | +6.1% | 0.01% | 0.0% |
| Q2 2023 | $3,761,776 | +3.2% | 38,527 | -6.2% | 0.01% | 0.0% |
| Q1 2023 | $3,646,760 | -3.8% | 41,081 | -11.7% | 0.01% | -14.3% |
| Q4 2022 | $3,792,718 | -17.4% | 46,525 | -18.8% | 0.01% | -22.2% |
| Q3 2022 | $4,593,000 | -14.2% | 57,287 | -10.4% | 0.01% | -10.0% |
| Q2 2022 | $5,353,000 | -26.3% | 63,952 | -7.0% | 0.01% | -16.7% |
| Q1 2022 | $7,263,000 | -11.9% | 68,738 | -3.6% | 0.01% | -7.7% |
| Q4 2021 | $8,244,000 | +11.4% | 71,297 | -1.4% | 0.01% | -7.1% |
| Q3 2021 | $7,403,000 | -1.0% | 72,289 | -2.4% | 0.01% | 0.0% |
| Q2 2021 | $7,477,000 | +7.8% | 74,048 | -3.1% | 0.01% | 0.0% |
| Q1 2021 | $6,935,000 | -8.5% | 76,381 | -10.6% | 0.01% | -12.5% |
| Q4 2020 | $7,576,000 | +8.9% | 85,411 | -1.8% | 0.02% | -5.9% |
| Q3 2020 | $6,956,000 | +11.6% | 86,977 | +0.3% | 0.02% | +6.2% |
| Q2 2020 | $6,232,000 | +13.1% | 86,695 | -10.2% | 0.02% | -5.9% |
| Q1 2020 | $5,510,000 | -11.0% | 96,515 | +5.4% | 0.02% | +6.2% |
| Q4 2019 | $6,193,000 | +8.3% | 91,562 | +0.7% | 0.02% | 0.0% |
| Q3 2019 | $5,719,000 | -8.3% | 90,966 | -8.6% | 0.02% | -5.9% |
| Q2 2019 | $6,236,000 | +1.5% | 99,481 | -2.3% | 0.02% | -5.6% |
| Q1 2019 | $6,143,000 | +21.2% | 101,838 | +5.9% | 0.02% | +12.5% |
| Q4 2018 | $5,067,000 | +9.5% | 96,156 | +29.1% | 0.02% | +23.1% |
| Q3 2018 | $4,626,000 | +11.5% | 74,480 | +2.7% | 0.01% | 0.0% |
| Q2 2018 | $4,148,000 | -9.4% | 72,530 | -13.5% | 0.01% | -7.1% |
| Q1 2018 | $4,580,000 | +17.3% | 83,848 | +15.4% | 0.01% | +16.7% |
| Q4 2017 | $3,906,000 | +12.9% | 72,656 | +6.0% | 0.01% | +9.1% |
| Q3 2017 | $3,459,000 | +4.0% | 68,515 | -0.7% | 0.01% | 0.0% |
| Q2 2017 | $3,325,000 | +10.9% | 68,993 | +6.8% | 0.01% | +10.0% |
| Q1 2017 | $2,997,000 | +9.8% | 64,619 | +1.6% | 0.01% | 0.0% |
| Q4 2016 | $2,729,000 | +9.1% | 63,585 | +8.2% | 0.01% | +11.1% |
| Q3 2016 | $2,501,000 | +11.7% | 58,785 | +114.4% | 0.01% | 0.0% |
| Q2 2016 | $2,239,000 | +3.3% | 27,419 | +2.6% | 0.01% | 0.0% |
| Q1 2016 | $2,167,000 | -7.9% | 26,721 | -7.8% | 0.01% | 0.0% |
| Q4 2015 | $2,353,000 | +13.2% | 28,974 | +5.8% | 0.01% | 0.0% |
| Q3 2015 | $2,079,000 | +13.2% | 27,376 | +21.2% | 0.01% | +28.6% |
| Q2 2015 | $1,837,000 | +20.3% | 22,586 | +20.2% | 0.01% | +16.7% |
| Q1 2015 | $1,527,000 | +48.5% | 18,789 | +43.2% | 0.01% | +50.0% |
| Q4 2014 | $1,028,000 | +2.4% | 13,120 | -2.3% | 0.00% | 0.0% |
| Q3 2014 | $1,004,000 | -31.8% | 13,434 | -32.2% | 0.00% | -33.3% |
| Q2 2014 | $1,473,000 | +1.9% | 19,803 | -2.8% | 0.01% | 0.0% |
| Q1 2014 | $1,446,000 | +0.6% | 20,366 | 0.0% | 0.01% | 0.0% |
| Q4 2013 | $1,437,000 | +21.4% | 20,366 | +10.4% | 0.01% | +20.0% |
| Q3 2013 | $1,184,000 | +29.8% | 18,448 | +20.6% | 0.01% | +25.0% |
| Q2 2013 | $912,000 | – | 15,302 | – | 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% |