ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 457 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 | ||||
---|---|---|---|---|---|---|
Q2 2024 | $66,916,991 | +7.4% | 524,920 | -1.3% | 0.07% | +3.1% |
Q1 2024 | $62,322,377 | +12.9% | 531,715 | +0.3% | 0.06% | +3.2% |
Q4 2023 | $55,211,835 | +13.7% | 530,375 | +3.6% | 0.06% | -1.6% |
Q3 2023 | $48,544,069 | -3.6% | 511,907 | -0.8% | 0.06% | -3.1% |
Q2 2023 | $50,373,469 | +11.8% | 515,911 | +1.6% | 0.06% | +3.2% |
Q1 2023 | $45,060,145 | +5.4% | 507,605 | -3.3% | 0.06% | -3.1% |
Q4 2022 | $42,771,337 | -6.7% | 524,673 | -8.2% | 0.06% | -18.8% |
Q3 2022 | $45,842,000 | +0.4% | 571,745 | +4.8% | 0.08% | +2.6% |
Q2 2022 | $45,668,000 | -16.6% | 545,608 | +5.2% | 0.08% | -11.4% |
Q1 2022 | $54,785,000 | -5.4% | 518,504 | +3.5% | 0.09% | -7.4% |
Q4 2021 | $57,931,000 | +16.6% | 500,957 | +3.3% | 0.10% | +4.4% |
Q3 2021 | $49,681,000 | +2.7% | 485,117 | +1.2% | 0.09% | -1.1% |
Q2 2021 | $48,393,000 | +10.3% | 479,238 | -0.8% | 0.09% | -1.1% |
Q1 2021 | $43,872,000 | +5.6% | 483,209 | +3.2% | 0.09% | -3.1% |
Q4 2020 | $41,528,000 | +14.8% | 468,246 | +3.5% | 0.10% | -1.0% |
Q3 2020 | $36,174,000 | +13.3% | 452,283 | +1.8% | 0.10% | -2.0% |
Q2 2020 | $31,939,000 | +50.3% | 444,331 | +19.4% | 0.10% | +20.7% |
Q1 2020 | $21,253,000 | -5.1% | 372,270 | +12.5% | 0.08% | +7.9% |
Q4 2019 | $22,384,000 | -6.0% | 330,933 | -12.6% | 0.08% | -15.6% |
Q3 2019 | $23,812,000 | +9.2% | 378,743 | +8.9% | 0.09% | +2.3% |
Q2 2019 | $21,796,000 | +13.5% | 347,734 | +9.3% | 0.09% | +4.8% |
Q1 2019 | $19,198,000 | +24.7% | 318,281 | +9.0% | 0.08% | +9.1% |
Q4 2018 | $15,394,000 | +8.9% | 292,102 | +28.3% | 0.08% | +8.5% |
Q3 2018 | $14,138,000 | +22.7% | 227,599 | +13.0% | 0.07% | +9.2% |
Q2 2018 | $11,521,000 | +16.0% | 201,418 | +10.8% | 0.06% | +8.3% |
Q1 2018 | $9,933,000 | +2.9% | 181,852 | +1.3% | 0.06% | -1.6% |
Q4 2017 | $9,649,000 | +8.7% | 179,449 | +2.1% | 0.06% | -3.2% |
Q3 2017 | $8,875,000 | +8.0% | 175,817 | +3.1% | 0.06% | -4.5% |
Q2 2017 | $8,218,000 | +12.0% | 170,499 | +7.8% | 0.07% | -1.5% |
Q1 2017 | $7,337,000 | +18.7% | 158,191 | +9.9% | 0.07% | 0.0% |
Q4 2016 | $6,179,000 | +31.8% | 143,963 | +150.8% | 0.07% | 0.0% |
Q2 2016 | $4,689,000 | +12.2% | 57,411 | +11.4% | 0.07% | -1.5% |
Q1 2016 | $4,179,000 | +29.7% | 51,520 | +29.8% | 0.07% | +6.2% |
Q4 2015 | $3,221,000 | +54.9% | 39,677 | +45.0% | 0.06% | +28.0% |
Q3 2015 | $2,079,000 | +40.9% | 27,370 | +50.8% | 0.05% | +31.6% |
Q2 2015 | $1,476,000 | +19.9% | 18,149 | +19.8% | 0.04% | +11.8% |
Q1 2015 | $1,231,000 | +6.5% | 15,146 | +2.6% | 0.03% | -5.6% |
Q4 2014 | $1,156,000 | +8.1% | 14,756 | +3.1% | 0.04% | -2.7% |
Q3 2014 | $1,069,000 | +11.1% | 14,308 | +10.7% | 0.04% | -2.6% |
Q2 2014 | $962,000 | +3.0% | 12,925 | -1.7% | 0.04% | -2.6% |
Q1 2014 | $934,000 | +10.8% | 13,150 | +10.1% | 0.04% | +2.6% |
Q4 2013 | $843,000 | +24.3% | 11,940 | +13.1% | 0.04% | +5.6% |
Q3 2013 | $678,000 | +5.9% | 10,556 | -1.8% | 0.04% | -5.3% |
Q2 2013 | $640,000 | – | 10,745 | – | 0.04% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
DOLIVER ADVISORS, LP | 605,472 | $71,549,000 | 23.74% |
Tennessee Valley Asset Management Partners | 329,871 | $33,000 | 15.64% |
Madison Wealth Partners, Inc | 262,585 | $26,516,000 | 15.18% |
Legacy Financial Group LLC | 453,289 | $45,773,000 | 13.82% |
ForthRight Wealth Management, LLC | 185,777 | $18,760,000 | 11.90% |
Mascoma Wealth Management LLC | 241,697 | $24,407,000 | 10.43% |
IRONWOOD WEALTH MANAGEMENT, INC. | 128,778 | $13,004,000 | 9.33% |
Petix & Botte Co | 93,854 | $9,477,000 | 6.61% |
Elevation Capital Advisory, LLC | 95,991 | $9,694,000 | 5.44% |
Advanced Asset Management Advisors Inc | 239,600 | $24,195,000 | 5.12% |