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 | $14,820,236 | +13.1% | 156,278 | +16.4% | 0.02% | +16.7% |
| Q2 2023 | $13,104,462 | +9.3% | 134,208 | -0.6% | 0.02% | +5.9% |
| Q1 2023 | $11,984,111 | -31.7% | 135,000 | -37.2% | 0.02% | -34.6% |
| Q4 2022 | $17,536,320 | +89.9% | 215,116 | +86.8% | 0.03% | +73.3% |
| Q3 2022 | $9,235,000 | +54.3% | 115,174 | +61.1% | 0.02% | +66.7% |
| Q2 2022 | $5,984,000 | -35.0% | 71,492 | -17.9% | 0.01% | -30.8% |
| Q1 2022 | $9,204,000 | -55.6% | 87,114 | -51.4% | 0.01% | -51.9% |
| Q4 2021 | $20,735,000 | +81.9% | 179,297 | +61.0% | 0.03% | +58.8% |
| Q3 2021 | $11,402,000 | +16.8% | 111,332 | +15.2% | 0.02% | +13.3% |
| Q2 2021 | $9,758,000 | +8.6% | 96,632 | -2.4% | 0.02% | 0.0% |
| Q1 2021 | $8,987,000 | -25.8% | 98,977 | -27.5% | 0.02% | -31.8% |
| Q4 2020 | $12,116,000 | -0.6% | 136,610 | -10.4% | 0.02% | -12.0% |
| Q3 2020 | $12,193,000 | +9.4% | 152,448 | -1.7% | 0.02% | -3.8% |
| Q2 2020 | $11,144,000 | +2.3% | 155,031 | -18.7% | 0.03% | -13.3% |
| Q1 2020 | $10,889,000 | -60.4% | 190,573 | -53.2% | 0.03% | -47.4% |
| Q4 2019 | $27,522,000 | +13.4% | 406,833 | +5.4% | 0.06% | -8.1% |
| Q3 2019 | $24,266,000 | +29.6% | 385,915 | +29.2% | 0.06% | +29.2% |
| Q2 2019 | $18,728,000 | -17.1% | 298,697 | -20.3% | 0.05% | -25.0% |
| Q1 2019 | $22,591,000 | +132.1% | 374,579 | +103.0% | 0.06% | +106.5% |
| Q4 2018 | $9,732,000 | +40.4% | 184,550 | +65.4% | 0.03% | +55.0% |
| Q3 2018 | $6,931,000 | +19.7% | 111,605 | +10.2% | 0.02% | +11.1% |
| Q2 2018 | $5,792,000 | +4.7% | 101,240 | -0.0% | 0.02% | +5.9% |
| Q1 2018 | $5,531,000 | -13.1% | 101,279 | -14.4% | 0.02% | -15.0% |
| Q4 2017 | $6,368,000 | +29.8% | 118,343 | +21.8% | 0.02% | +17.6% |
| Q3 2017 | $4,905,000 | +6.5% | 97,157 | +1.6% | 0.02% | 0.0% |
| Q2 2017 | $4,607,000 | +3.3% | 95,606 | -0.5% | 0.02% | 0.0% |
| Q1 2017 | $4,459,000 | +14.1% | 96,117 | +5.5% | 0.02% | 0.0% |
| Q4 2016 | $3,909,000 | +6.5% | 91,065 | +5.6% | 0.02% | 0.0% |
| Q3 2016 | $3,671,000 | -15.7% | 86,276 | +61.7% | 0.02% | -15.0% |
| Q2 2016 | $4,357,000 | -4.6% | 53,340 | -5.3% | 0.02% | -16.7% |
| Q1 2016 | $4,566,000 | +0.0% | 56,329 | +0.4% | 0.02% | 0.0% |
| Q4 2015 | $4,565,000 | +32.1% | 56,123 | +23.3% | 0.02% | +26.3% |
| Q3 2015 | $3,457,000 | -62.1% | 45,521 | -59.4% | 0.02% | -20.8% |
| Q2 2015 | $9,121,000 | +176.8% | 112,204 | +176.7% | 0.02% | +33.3% |
| Q1 2015 | $3,295,000 | +7.4% | 40,544 | +3.5% | 0.02% | +5.9% |
| Q4 2014 | $3,068,000 | +28.1% | 39,164 | +22.2% | 0.02% | -19.0% |
| Q3 2014 | $2,395,000 | +61.2% | 32,051 | +60.5% | 0.02% | +61.5% |
| Q2 2014 | $1,486,000 | – | 19,970 | – | 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% |