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 | $12,091,054 | -9.0% | 127,223 | -6.6% | 0.05% | -4.0% |
| Q2 2023 | $13,293,547 | +0.4% | 136,149 | -8.7% | 0.05% | -2.0% |
| Q1 2023 | $13,242,932 | -52.1% | 149,183 | -56.1% | 0.05% | -8.9% |
| Q4 2022 | $27,648,509 | +41.6% | 339,595 | +39.4% | 0.06% | -35.6% |
| Q3 2022 | $19,530,000 | +28204.3% | 243,574 | -7.3% | 0.09% | – |
| Q2 2022 | $69,000 | -95.2% | 262,828 | +942.5% | 0.00% | -100.0% |
| Q1 2020 | $1,440,000 | +566.7% | 25,211 | +634.6% | 0.01% | +800.0% |
| Q3 2019 | $216,000 | -39.2% | 3,432 | -39.3% | 0.00% | -50.0% |
| Q2 2019 | $355,000 | -39.6% | 5,650 | -49.4% | 0.00% | -33.3% |
| Q4 2018 | $588,000 | +24.8% | 11,165 | +27.3% | 0.00% | +50.0% |
| Q4 2017 | $471,000 | +118.1% | 8,769 | +95.6% | 0.00% | +100.0% |
| Q2 2017 | $216,000 | -48.9% | 4,484 | -54.5% | 0.00% | -66.7% |
| Q4 2016 | $423,000 | +59.0% | 9,855 | +57.6% | 0.00% | +50.0% |
| Q3 2016 | $266,000 | -12.2% | 6,255 | +68.4% | 0.00% | 0.0% |
| Q2 2016 | $303,000 | -32.8% | 3,715 | -33.1% | 0.00% | -33.3% |
| Q1 2016 | $451,000 | -52.3% | 5,554 | -52.3% | 0.00% | -50.0% |
| Q4 2015 | $946,000 | +83.3% | 11,650 | +71.6% | 0.01% | +50.0% |
| Q3 2015 | $516,000 | +20.6% | 6,789 | +29.0% | 0.00% | +33.3% |
| Q2 2015 | $428,000 | +8.1% | 5,261 | +8.0% | 0.00% | +50.0% |
| Q1 2015 | $396,000 | -21.7% | 4,870 | -24.5% | 0.00% | -33.3% |
| Q4 2014 | $506,000 | +47.1% | 6,451 | +40.1% | 0.00% | +50.0% |
| Q3 2014 | $344,000 | – | 4,606 | – | 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% |