ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 414 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $66,308,000 | +0.5% | 699,220 | +3.4% | 0.02% | +5.9% |
| Q2 2023 | $66,004,000 | +6.0% | 675,989 | -3.6% | 0.02% | -5.6% |
| Q1 2023 | $62,245,000 | +6.0% | 701,204 | -2.7% | 0.02% | +5.9% |
| Q4 2022 | $58,733,000 | +0.5% | 720,496 | -1.1% | 0.02% | -5.6% |
| Q3 2022 | $58,414,000 | -6.9% | 728,537 | -2.8% | 0.02% | 0.0% |
| Q2 2022 | $62,745,000 | -9.7% | 749,643 | +14.0% | 0.02% | +5.9% |
| Q1 2022 | $69,453,000 | -3.3% | 657,327 | +5.8% | 0.02% | +6.2% |
| Q4 2021 | $71,845,000 | +27.0% | 621,289 | +12.5% | 0.02% | +6.7% |
| Q3 2021 | $56,573,000 | -2.5% | 552,409 | -3.9% | 0.02% | 0.0% |
| Q2 2021 | $58,051,000 | +17.7% | 574,875 | +5.8% | 0.02% | +7.1% |
| Q1 2021 | $49,313,000 | +2.0% | 543,162 | -0.4% | 0.01% | 0.0% |
| Q4 2020 | $48,353,000 | +14.5% | 545,187 | +3.3% | 0.01% | -6.7% |
| Q3 2020 | $42,230,000 | +9.4% | 528,017 | -1.7% | 0.02% | 0.0% |
| Q2 2020 | $38,603,000 | +22.1% | 537,046 | -3.0% | 0.02% | 0.0% |
| Q1 2020 | $31,618,000 | -8.5% | 553,816 | +8.4% | 0.02% | +25.0% |
| Q4 2019 | $34,541,000 | +33.1% | 510,667 | +23.8% | 0.01% | +20.0% |
| Q3 2019 | $25,944,000 | +6.0% | 412,659 | +5.7% | 0.01% | 0.0% |
| Q2 2019 | $24,473,000 | +10.0% | 390,435 | +5.8% | 0.01% | 0.0% |
| Q1 2019 | $22,252,000 | +14.2% | 368,911 | -0.2% | 0.01% | +11.1% |
| Q4 2018 | $19,488,000 | -3.5% | 369,808 | +13.7% | 0.01% | +12.5% |
| Q3 2018 | $20,199,000 | +15.7% | 325,151 | +6.5% | 0.01% | 0.0% |
| Q2 2018 | $17,463,000 | +9.4% | 305,290 | +4.5% | 0.01% | +14.3% |
| Q1 2018 | $15,963,000 | +31.4% | 292,248 | +29.3% | 0.01% | +40.0% |
| Q4 2017 | $12,151,000 | +27.6% | 225,964 | +19.8% | 0.01% | 0.0% |
| Q3 2017 | $9,521,000 | +13.9% | 188,611 | +8.8% | 0.01% | +25.0% |
| Q2 2017 | $8,357,000 | +35.5% | 173,398 | +30.4% | 0.00% | +33.3% |
| Q1 2017 | $6,168,000 | +31.4% | 132,969 | +21.6% | 0.00% | 0.0% |
| Q4 2016 | $4,694,000 | +119.4% | 109,365 | +117.6% | 0.00% | +200.0% |
| Q3 2016 | $2,139,000 | +55.9% | 50,262 | +199.0% | 0.00% | 0.0% |
| Q2 2016 | $1,372,000 | -16.3% | 16,810 | -16.9% | 0.00% | 0.0% |
| Q1 2016 | $1,640,000 | -48.8% | 20,220 | -48.8% | 0.00% | -50.0% |
| Q4 2015 | $3,206,000 | +23.8% | 39,496 | +15.8% | 0.00% | 0.0% |
| Q3 2015 | $2,589,000 | +152.8% | 34,110 | +171.0% | 0.00% | +100.0% |
| Q2 2015 | $1,024,000 | -18.9% | 12,589 | -19.0% | 0.00% | 0.0% |
| Q1 2015 | $1,262,000 | +66.7% | 15,536 | +60.9% | 0.00% | – |
| Q4 2014 | $757,000 | +21.1% | 9,654 | +15.3% | 0.00% | – |
| Q3 2014 | $625,000 | +17.5% | 8,373 | +17.0% | 0.00% | – |
| Q2 2014 | $532,000 | -13.1% | 7,156 | -16.9% | 0.00% | – |
| Q1 2014 | $612,000 | +39.1% | 8,614 | +38.2% | 0.00% | – |
| Q4 2013 | $440,000 | +486.7% | 6,234 | +435.6% | 0.00% | – |
| Q3 2013 | $75,000 | -94.3% | 1,164 | -94.8% | 0.00% | -100.0% |
| Q2 2013 | $1,321,000 | – | 22,172 | – | 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% |