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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $456,687 | +9.8% | 4,387 | 0.0% | 0.02% | +4.3% |
| Q3 2023 | $416,019 | -11.1% | 4,387 | -8.5% | 0.02% | -8.0% |
| Q2 2023 | $468,184 | +119640.2% | 4,795 | 0.0% | 0.02% | – |
| Q4 2022 | $391 | -99.9% | 4,795 | 0.0% | 0.00% | -100.0% |
| Q3 2022 | $401,000 | 0.0% | 4,795 | 0.0% | 0.03% | 0.0% |
| Q2 2022 | $401,000 | -20.9% | 4,795 | 0.0% | 0.03% | -10.3% |
| Q1 2022 | $507,000 | -8.5% | 4,795 | 0.0% | 0.03% | -3.3% |
| Q4 2021 | $554,000 | +1.7% | 4,795 | -9.9% | 0.03% | -11.8% |
| Q3 2021 | $545,000 | +1.5% | 5,320 | 0.0% | 0.03% | 0.0% |
| Q2 2021 | $537,000 | +11.2% | 5,320 | 0.0% | 0.03% | +3.0% |
| Q1 2021 | $483,000 | -0.4% | 5,320 | -2.8% | 0.03% | -5.7% |
| Q4 2020 | $485,000 | +10.7% | 5,471 | 0.0% | 0.04% | -2.8% |
| Q3 2020 | $438,000 | +11.5% | 5,471 | 0.0% | 0.04% | +5.9% |
| Q2 2020 | $393,000 | +24.8% | 5,471 | -0.9% | 0.03% | +9.7% |
| Q1 2020 | $315,000 | -13.7% | 5,521 | +2.2% | 0.03% | 0.0% |
| Q4 2019 | $365,000 | +7.7% | 5,400 | 0.0% | 0.03% | -13.9% |
| Q3 2019 | $339,000 | +0.3% | 5,400 | 0.0% | 0.04% | -2.7% |
| Q2 2019 | $338,000 | +3.7% | 5,400 | 0.0% | 0.04% | +2.8% |
| Q1 2019 | $326,000 | +14.4% | 5,400 | 0.0% | 0.04% | +5.9% |
| Q4 2018 | $285,000 | -20.2% | 5,400 | -6.0% | 0.03% | -15.0% |
| Q3 2018 | $357,000 | +0.3% | 5,745 | -7.6% | 0.04% | -4.8% |
| Q2 2018 | $356,000 | +20.7% | 6,220 | +15.2% | 0.04% | +13.5% |
| Q1 2018 | $295,000 | +1.7% | 5,400 | 0.0% | 0.04% | +5.7% |
| Q4 2017 | $290,000 | +6.2% | 5,400 | 0.0% | 0.04% | +2.9% |
| Q3 2017 | $273,000 | +5.0% | 5,400 | 0.0% | 0.03% | -2.9% |
| Q2 2017 | $260,000 | +4.0% | 5,400 | 0.0% | 0.04% | 0.0% |
| Q1 2017 | $250,000 | +7.8% | 5,400 | 0.0% | 0.04% | +12.9% |
| Q4 2016 | $232,000 | +0.9% | 5,400 | 0.0% | 0.03% | -3.1% |
| Q3 2016 | $230,000 | +4.1% | 5,400 | +100.0% | 0.03% | +3.2% |
| Q2 2016 | $221,000 | +0.9% | 2,700 | 0.0% | 0.03% | 0.0% |
| Q1 2016 | $219,000 | 0.0% | 2,700 | 0.0% | 0.03% | -6.1% |
| Q4 2015 | $219,000 | +6.8% | 2,700 | 0.0% | 0.03% | -2.9% |
| Q3 2015 | $205,000 | -6.8% | 2,700 | 0.0% | 0.03% | +3.0% |
| Q2 2015 | $220,000 | +0.5% | 2,700 | 0.0% | 0.03% | +3.1% |
| Q1 2015 | $219,000 | +3.3% | 2,700 | 0.0% | 0.03% | +3.2% |
| Q4 2014 | $212,000 | +5.0% | 2,700 | 0.0% | 0.03% | +3.3% |
| Q3 2014 | $202,000 | +0.5% | 2,700 | 0.0% | 0.03% | 0.0% |
| Q2 2014 | $201,000 | – | 2,700 | – | 0.03% | – |
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% |