ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 258 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,303,729 | -3.0% | 66,474 | -0.1% | 1.50% | +0.7% |
| Q2 2023 | $6,499,992 | +19.5% | 66,571 | +8.7% | 1.49% | +10.2% |
| Q1 2023 | $5,438,583 | -15.8% | 61,266 | -22.7% | 1.35% | -24.5% |
| Q4 2022 | $6,461,764 | +30.5% | 79,266 | +28.3% | 1.79% | +27.1% |
| Q3 2022 | $4,952,000 | -19.2% | 61,758 | -15.7% | 1.41% | -18.2% |
| Q2 2022 | $6,132,000 | -16.6% | 73,258 | +5.3% | 1.72% | +4.4% |
| Q1 2022 | $7,351,000 | +11.1% | 69,574 | +21.6% | 1.64% | +22.7% |
| Q4 2021 | $6,619,000 | +4.6% | 57,236 | -7.4% | 1.34% | -5.4% |
| Q3 2021 | $6,327,000 | +0.5% | 61,784 | -0.9% | 1.42% | +2.6% |
| Q2 2021 | $6,293,000 | +8.1% | 62,316 | -2.8% | 1.38% | -2.7% |
| Q1 2021 | $5,821,000 | -20.8% | 64,114 | -22.7% | 1.42% | -23.1% |
| Q4 2020 | $7,354,000 | -10.0% | 82,919 | -18.9% | 1.85% | -22.2% |
| Q3 2020 | $8,175,000 | -4.1% | 102,207 | -13.8% | 2.37% | -13.6% |
| Q2 2020 | $8,527,000 | +1.5% | 118,628 | -19.3% | 2.74% | -16.2% |
| Q1 2020 | $8,397,000 | -42.4% | 147,080 | -31.8% | 3.27% | -29.3% |
| Q4 2019 | $14,577,000 | -2.6% | 215,506 | -9.4% | 4.63% | -8.3% |
| Q3 2019 | $14,959,000 | +5.4% | 237,942 | +5.1% | 5.05% | +6.2% |
| Q2 2019 | $14,189,000 | +46.8% | 226,366 | +41.3% | 4.76% | +39.3% |
| Q1 2019 | $9,663,000 | – | 160,188 | – | 3.42% | – |
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% |