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 | $4,750,790 | -3.8% | 50,098 | -0.9% | 0.16% | -0.6% |
| Q2 2023 | $4,936,870 | +4.4% | 50,562 | -5.1% | 0.16% | -1.9% |
| Q1 2023 | $4,730,554 | +5.7% | 53,290 | -2.9% | 0.16% | -3.0% |
| Q4 2022 | $4,474,842 | -50.4% | 54,893 | -49.1% | 0.16% | -10.4% |
| Q2 2022 | $9,024,000 | +97.4% | 107,818 | +149.2% | 0.18% | +16.6% |
| Q1 2022 | $4,571,000 | -10.1% | 43,264 | -1.6% | 0.16% | -1.9% |
| Q4 2021 | $5,086,000 | +30.3% | 43,985 | -9.9% | 0.16% | -15.3% |
| Q3 2021 | $3,904,000 | -1.2% | 48,809 | +24.7% | 0.19% | +18.9% |
| Q2 2021 | $3,953,000 | +7.8% | 39,149 | -3.1% | 0.16% | -26.0% |
| Q1 2021 | $3,667,000 | -4.1% | 40,393 | -6.3% | 0.22% | -6.9% |
| Q4 2020 | $3,823,000 | -2.1% | 43,109 | -11.7% | 0.23% | -28.9% |
| Q3 2020 | $3,904,000 | -2.5% | 48,809 | -12.4% | 0.32% | -9.7% |
| Q2 2020 | $4,006,000 | +24.1% | 55,733 | -1.4% | 0.36% | +2.0% |
| Q1 2020 | $3,227,000 | -32.1% | 56,533 | -19.5% | 0.35% | -9.3% |
| Q4 2019 | $4,750,000 | -0.5% | 70,226 | -7.5% | 0.39% | -3.2% |
| Q3 2019 | $4,774,000 | -12.6% | 75,929 | -12.9% | 0.40% | -11.6% |
| Q2 2019 | $5,461,000 | +2.0% | 87,132 | -1.8% | 0.46% | -2.8% |
| Q1 2019 | $5,353,000 | +7.5% | 88,741 | -6.1% | 0.47% | -3.1% |
| Q4 2018 | $4,979,000 | +2.1% | 94,473 | +20.3% | 0.48% | +9.3% |
| Q3 2018 | $4,877,000 | +15.1% | 78,515 | +6.0% | 0.44% | +3.3% |
| Q2 2018 | $4,238,000 | +5.6% | 74,101 | +0.8% | 0.43% | -1.2% |
| Q1 2018 | $4,013,000 | +32.6% | 73,480 | +30.5% | 0.43% | +32.0% |
| Q4 2017 | $3,027,000 | +17.7% | 56,292 | +10.5% | 0.33% | +9.7% |
| Q3 2017 | $2,571,000 | +31.6% | 50,934 | +25.7% | 0.30% | +18.7% |
| Q2 2017 | $1,953,000 | +85.6% | 40,513 | +78.6% | 0.25% | +73.8% |
| Q1 2017 | $1,052,000 | +84.9% | 22,686 | +71.2% | 0.14% | +55.9% |
| Q4 2016 | $569,000 | +80.6% | 13,254 | +79.3% | 0.09% | +66.1% |
| Q3 2016 | $315,000 | – | 7,392 | – | 0.06% | – |
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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% |