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 | $1,766,398 | -0.1% | 18,627 | +2.8% | 0.00% | – |
| Q2 2023 | $1,768,651 | +8.4% | 18,114 | -1.5% | 0.00% | – |
| Q1 2023 | $1,631,681 | +9.9% | 18,381 | +0.9% | 0.00% | – |
| Q4 2022 | $1,484,968 | -11.2% | 18,216 | -12.6% | 0.00% | – |
| Q3 2022 | $1,672,000 | -3.6% | 20,850 | +0.6% | 0.00% | – |
| Q2 2022 | $1,735,000 | -20.8% | 20,724 | -0.0% | 0.00% | – |
| Q1 2022 | $2,190,000 | -10.7% | 20,729 | -2.3% | 0.00% | – |
| Q4 2021 | $2,453,000 | +11.7% | 21,215 | -1.1% | 0.00% | – |
| Q3 2021 | $2,196,000 | +3.5% | 21,444 | +2.0% | 0.00% | – |
| Q2 2021 | $2,122,000 | +12.1% | 21,016 | +0.8% | 0.00% | – |
| Q1 2021 | $1,893,000 | +21.1% | 20,846 | +18.3% | 0.00% | – |
| Q4 2020 | $1,563,000 | +10.9% | 17,625 | 0.0% | 0.00% | – |
| Q3 2020 | $1,410,000 | +10.8% | 17,625 | -0.4% | 0.00% | – |
| Q2 2020 | $1,272,000 | +25.7% | 17,703 | -0.2% | 0.00% | – |
| Q1 2020 | $1,012,000 | -12.8% | 17,734 | +3.4% | 0.00% | – |
| Q4 2019 | $1,160,000 | +7.5% | 17,157 | 0.0% | 0.00% | – |
| Q3 2019 | $1,079,000 | +0.9% | 17,157 | +0.6% | 0.00% | – |
| Q2 2019 | $1,069,000 | +3.9% | 17,060 | 0.0% | 0.00% | – |
| Q1 2019 | $1,029,000 | +11.7% | 17,060 | -2.4% | 0.00% | – |
| Q4 2018 | $921,000 | +11.5% | 17,477 | +31.5% | 0.00% | – |
| Q3 2018 | $826,000 | +8.7% | 13,293 | 0.0% | 0.00% | – |
| Q2 2018 | $760,000 | – | 13,293 | – | 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% |