ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 451 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.60 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $16,578,093 | +148.1% | 174,867 | +155.7% | 0.05% | +147.4% |
| Q2 2023 | $6,682,893 | +20.4% | 68,392 | +9.5% | 0.02% | +18.8% |
| Q1 2023 | $5,549,290 | -75.3% | 62,479 | -77.3% | 0.02% | -77.1% |
| Q4 2022 | $22,439,019 | +360.9% | 275,402 | +353.7% | 0.07% | +337.5% |
| Q3 2022 | $4,869,000 | +350.4% | 60,697 | +369.0% | 0.02% | +433.3% |
| Q2 2022 | $1,081,000 | -38.8% | 12,942 | -22.7% | 0.00% | -40.0% |
| Q1 2022 | $1,765,000 | -2.7% | 16,735 | +6.7% | 0.01% | +25.0% |
| Q4 2021 | $1,814,000 | +297.8% | 15,684 | +252.5% | 0.00% | +300.0% |
| Q3 2021 | $456,000 | +39.0% | 4,449 | +37.1% | 0.00% | 0.0% |
| Q2 2021 | $328,000 | +11.6% | 3,245 | +0.1% | 0.00% | 0.0% |
| Q1 2021 | $294,000 | -61.3% | 3,241 | -62.2% | 0.00% | -50.0% |
| Q4 2020 | $760,000 | +56.7% | 8,566 | +41.3% | 0.00% | 0.0% |
| Q3 2020 | $485,000 | +10.0% | 6,061 | -1.1% | 0.00% | 0.0% |
| Q2 2020 | $441,000 | +23.2% | 6,126 | -2.2% | 0.00% | 0.0% |
| Q1 2020 | $358,000 | -86.9% | 6,265 | -84.5% | 0.00% | -84.6% |
| Q4 2019 | $2,734,000 | +599.2% | 40,407 | +550.6% | 0.01% | +550.0% |
| Q3 2019 | $391,000 | +8.6% | 6,211 | +8.5% | 0.00% | 0.0% |
| Q2 2019 | $360,000 | +4.7% | 5,727 | +0.4% | 0.00% | 0.0% |
| Q1 2019 | $344,000 | -32.8% | 5,703 | -41.4% | 0.00% | -50.0% |
| Q4 2018 | $512,000 | +17.2% | 9,724 | +38.1% | 0.00% | +33.3% |
| Q3 2018 | $437,000 | +21.7% | 7,043 | +12.3% | 0.00% | +50.0% |
| Q2 2018 | $359,000 | +5.0% | 6,272 | 0.0% | 0.00% | -33.3% |
| Q1 2018 | $342,000 | -92.7% | 6,272 | -92.8% | 0.00% | -92.1% |
| Q4 2017 | $4,699,000 | +1391.7% | 87,394 | +1302.3% | 0.04% | +1166.7% |
| Q3 2017 | $315,000 | +5.4% | 6,232 | +0.4% | 0.00% | 0.0% |
| Q2 2017 | $299,000 | +2.7% | 6,209 | -1.1% | 0.00% | 0.0% |
| Q1 2017 | $291,000 | +8.2% | 6,276 | +0.3% | 0.00% | 0.0% |
| Q4 2016 | $269,000 | +1.1% | 6,258 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $266,000 | +3.9% | 6,258 | +100.0% | 0.00% | -25.0% |
| Q2 2016 | $256,000 | +0.8% | 3,129 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $254,000 | -10.9% | 3,129 | -10.8% | 0.00% | -20.0% |
| Q4 2015 | $285,000 | +19.7% | 3,508 | +12.1% | 0.01% | +25.0% |
| Q3 2015 | $238,000 | -6.3% | 3,129 | 0.0% | 0.00% | 0.0% |
| Q2 2015 | $254,000 | 0.0% | 3,129 | 0.0% | 0.00% | 0.0% |
| Q1 2015 | $254,000 | +3.7% | 3,129 | 0.0% | 0.00% | 0.0% |
| Q4 2014 | $245,000 | +2.5% | 3,129 | -2.1% | 0.00% | 0.0% |
| Q3 2014 | $239,000 | +0.4% | 3,195 | 0.0% | 0.00% | 0.0% |
| Q2 2014 | $238,000 | +4.8% | 3,195 | 0.0% | 0.00% | 0.0% |
| Q1 2014 | $227,000 | -16.2% | 3,195 | -16.7% | 0.00% | -20.0% |
| Q4 2013 | $271,000 | +32.2% | 3,837 | +20.1% | 0.01% | +25.0% |
| Q3 2013 | $205,000 | – | 3,195 | – | 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% |