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 | $1,185,340 | -2.9% | 12,500 | -13.8% | 0.54% | -10.0% |
| Q2 2023 | $1,220,464 | +49.1% | 14,500 | +57.2% | 0.60% | +41.5% |
| Q1 2023 | $818,570 | +9.0% | 9,221 | +0.1% | 0.42% | +7.1% |
| Q4 2022 | $751,180 | +13.6% | 9,215 | +11.8% | 0.40% | +9.1% |
| Q3 2022 | $661,000 | -4.2% | 8,246 | 0.0% | 0.36% | +5.5% |
| Q2 2022 | $690,000 | -20.8% | 8,246 | 0.0% | 0.34% | -4.2% |
| Q1 2022 | $871,000 | -8.7% | 8,246 | 0.0% | 0.36% | -14.9% |
| Q4 2021 | $954,000 | +13.0% | 8,246 | 0.0% | 0.42% | -6.8% |
| Q3 2021 | $844,000 | +1.3% | 8,246 | 0.0% | 0.45% | +0.7% |
| Q2 2021 | $833,000 | +29.3% | 8,246 | +16.3% | 0.45% | +2.0% |
| Q1 2021 | $644,000 | +2.4% | 7,089 | 0.0% | 0.44% | -19.4% |
| Q4 2020 | $629,000 | – | 7,089 | – | 0.55% | – |
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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% |