LEAVELL INVESTMENT MANAGEMENT, INC. - ISHARES TR ownership

ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 468 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.29 and the average weighting 0.5%.

Quarter-by-quarter ownership
LEAVELL INVESTMENT MANAGEMENT, INC. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$410
-2.6%
4,3120.0%0.03%0.0%
Q2 2023$421
+9.9%
4,3120.0%0.03%
+7.4%
Q1 2023$383
+8.8%
4,3120.0%0.03%
+3.8%
Q4 2022$352
-99.9%
4,3120.0%0.03%
-3.7%
Q3 2022$346,000
-4.2%
4,3120.0%0.03%
-3.6%
Q2 2022$361,000
-20.8%
4,3120.0%0.03%
-9.7%
Q1 2022$456,000
-8.6%
4,3120.0%0.03%
-6.1%
Q4 2021$499,000
+12.9%
4,3120.0%0.03%0.0%
Q3 2021$442,000
+13.0%
4,3120.0%0.03%
+3.1%
Q2 2021$391,0000.0%4,3120.0%0.03%0.0%
Q1 2021$391,000
+2.4%
4,3120.0%0.03%
-3.0%
Q4 2020$382,000
+10.7%
4,3120.0%0.03%
+10.0%
Q3 2020$345,000
+11.3%
4,3120.0%0.03%0.0%
Q2 2020$310,000
+26.0%
4,3120.0%0.03%
+3.4%
Q1 2020$246,000
-15.8%
4,3120.0%0.03%
+7.4%
Q4 2019$292,000
+7.7%
4,3120.0%0.03%
-3.6%
Q3 2019$271,000
+0.4%
4,3120.0%0.03%0.0%
Q2 2019$270,000
+3.8%
4,3120.0%0.03%
-3.4%
Q1 2019$260,000
+14.5%
4,3120.0%0.03%0.0%
Q4 2018$227,000
-15.6%
4,3120.0%0.03%0.0%
Q3 2018$269,000
+8.9%
4,3120.0%0.03%
+3.6%
Q2 2018$247,000
+4.7%
4,3120.0%0.03%
+3.7%
Q1 2018$236,000
+1.7%
4,3120.0%0.03%0.0%
Q4 2017$232,000
+6.4%
4,3120.0%0.03%0.0%
Q3 2017$218,000
+4.8%
4,3120.0%0.03%
+3.8%
Q2 2017$208,0004,3120.03%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
HILLTOP WEALTH ADVISORS, LLC 242,857$23,030,16317.82%
Tanglewood Legacy Advisors, LLC 292,457$27,733,73516.63%
Madison Wealth Partners, Inc 327,310$31,038,78015.70%
Tennessee Valley Asset Management Partners 377,253$35,774,84411.76%
Veracity Capital LLC 260,986$24,749,31111.48%
Legacy Financial Group LLC 485,559$46,045,533,00010.83%
Cardinal Strategic Wealth Guidance 229,317$21,746,14410.08%
DOLIVER ADVISORS, LP 335,858$31,849,4149.59%
DDFG, Inc 271,196$25,717,5179.48%
ZRC WEALTH MANAGEMENT, LLC 106,362$10,086,2728.71%
View complete list of ISHARES TR shareholders