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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,294,050 | +1.9% | 13,646 | +4.9% | 0.01% | 0.0% |
| Q2 2023 | $1,270,101 | +4.0% | 13,008 | -5.5% | 0.01% | 0.0% |
| Q1 2023 | $1,221,297 | +15.2% | 13,758 | +5.8% | 0.01% | +11.1% |
| Q4 2022 | $1,060,167 | +1.2% | 13,005 | -0.5% | 0.01% | 0.0% |
| Q3 2022 | $1,048,000 | -8.2% | 13,067 | -4.2% | 0.01% | 0.0% |
| Q2 2022 | $1,142,000 | -25.0% | 13,640 | -5.4% | 0.01% | -10.0% |
| Q1 2022 | $1,523,000 | -18.2% | 14,415 | -10.5% | 0.01% | -16.7% |
| Q4 2021 | $1,862,000 | +3.6% | 16,104 | -8.2% | 0.01% | -7.7% |
| Q3 2021 | $1,797,000 | -1.8% | 17,551 | -3.2% | 0.01% | 0.0% |
| Q2 2021 | $1,830,000 | -2.3% | 18,126 | -12.2% | 0.01% | -7.1% |
| Q1 2021 | $1,874,000 | +30.3% | 20,636 | +27.3% | 0.01% | +16.7% |
| Q4 2020 | $1,438,000 | +5.2% | 16,216 | -5.1% | 0.01% | 0.0% |
| Q3 2020 | $1,367,000 | +11.2% | 17,093 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $1,229,000 | +91.7% | 17,093 | +52.2% | 0.01% | +50.0% |
| Q1 2020 | $641,000 | -15.8% | 11,228 | -0.2% | 0.01% | +14.3% |
| Q4 2019 | $761,000 | +32.6% | 11,247 | +23.2% | 0.01% | +16.7% |
| Q3 2019 | $574,000 | +0.2% | 9,129 | -0.1% | 0.01% | 0.0% |
| Q2 2019 | $573,000 | +7.1% | 9,137 | +3.0% | 0.01% | 0.0% |
| Q1 2019 | $535,000 | +50.7% | 8,872 | +31.6% | 0.01% | +20.0% |
| Q4 2018 | $355,000 | +72.3% | 6,740 | +103.0% | 0.01% | +150.0% |
| Q3 2018 | $206,000 | -63.1% | 3,320 | -67.6% | 0.00% | -50.0% |
| Q1 2018 | $558,000 | +91.1% | 10,240 | +88.6% | 0.00% | 0.0% |
| Q4 2017 | $292,000 | +12.3% | 5,430 | +5.4% | 0.00% | 0.0% |
| Q3 2017 | $260,000 | +4.8% | 5,150 | 0.0% | 0.00% | +33.3% |
| Q2 2017 | $248,000 | -4.2% | 5,150 | -8.0% | 0.00% | -25.0% |
| Q1 2017 | $259,000 | +7.9% | 5,600 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $240,000 | +0.4% | 5,600 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $239,000 | – | 5,600 | – | 0.00% | – |
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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% |