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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $166,560 | +9.8% | 1,600 | 0.0% | 0.01% | 0.0% |
| Q3 2023 | $151,728 | -2.9% | 1,600 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $156,224 | +10.0% | 1,600 | 0.0% | 0.01% | +20.0% |
| Q1 2023 | $142,032 | +109155.4% | 1,600 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $130 | -99.9% | 1,600 | 0.0% | 0.01% | -16.7% |
| Q3 2022 | $128,000 | -4.5% | 1,600 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $134,000 | -20.7% | 1,600 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $169,000 | -8.6% | 1,600 | 0.0% | 0.01% | -14.3% |
| Q4 2021 | $185,000 | +12.8% | 1,600 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $164,000 | +1.2% | 1,600 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $162,000 | +11.7% | 1,600 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $145,000 | +2.1% | 1,600 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $142,000 | +10.9% | 1,600 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $128,000 | +11.3% | 1,600 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $115,000 | -60.3% | 1,600 | -68.5% | 0.01% | -69.6% |
| Q1 2020 | $290,000 | – | 5,075 | – | 0.02% | – |
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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% |