ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 287 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,561 | -13.5% | 58,639 | -11.0% | 0.05% | -10.3% |
| Q2 2023 | $6,431 | +9.9% | 65,867 | -0.0% | 0.06% | +9.4% |
| Q1 2023 | $5,850 | -7.6% | 65,899 | -15.1% | 0.05% | -5.4% |
| Q4 2022 | $6,328 | -99.9% | 77,624 | -20.3% | 0.06% | -39.1% |
| Q3 2022 | $7,807,000 | -8.9% | 97,367 | -5.0% | 0.09% | -2.1% |
| Q2 2022 | $8,574,000 | -20.7% | 102,444 | +0.1% | 0.09% | -6.0% |
| Q1 2022 | $10,811,000 | -3.6% | 102,320 | +5.5% | 0.10% | -1.0% |
| Q4 2021 | $11,217,000 | +4.3% | 96,995 | -7.6% | 0.10% | -13.7% |
| Q3 2021 | $10,751,000 | -14.4% | 104,980 | -15.6% | 0.12% | -7.9% |
| Q2 2021 | $12,562,000 | -1.0% | 124,400 | -11.0% | 0.13% | -0.8% |
| Q1 2021 | $12,685,000 | -6.1% | 139,725 | -8.2% | 0.13% | -17.4% |
| Q4 2020 | $13,503,000 | +9.5% | 152,254 | -1.2% | 0.16% | -0.6% |
| Q3 2020 | $12,329,000 | +3.8% | 154,140 | -6.7% | 0.16% | -0.6% |
| Q2 2020 | $11,875,000 | +10.3% | 165,205 | -12.4% | 0.16% | -3.1% |
| Q1 2020 | $10,767,000 | -29.6% | 188,603 | -16.6% | 0.16% | -0.6% |
| Q4 2019 | $15,302,000 | +11.5% | 226,243 | +3.6% | 0.16% | +7.2% |
| Q3 2019 | $13,725,000 | -10.1% | 218,312 | -10.4% | 0.15% | -8.4% |
| Q2 2019 | $15,272,000 | -2.8% | 243,656 | -6.4% | 0.17% | +1.8% |
| Q1 2019 | $15,705,000 | -6.5% | 260,362 | -18.3% | 0.16% | -15.1% |
| Q4 2018 | $16,788,000 | +0.4% | 318,554 | +18.3% | 0.19% | +30.6% |
| Q3 2018 | $16,721,000 | -17.7% | 269,178 | -24.2% | 0.15% | -14.0% |
| Q2 2018 | $20,307,000 | -19.5% | 355,017 | -23.1% | 0.17% | -16.6% |
| Q1 2018 | $25,231,000 | -0.4% | 461,938 | -2.0% | 0.20% | +7.3% |
| Q4 2017 | $25,339,000 | +91.8% | 471,242 | +80.1% | 0.19% | +81.9% |
| Q3 2017 | $13,209,000 | +74.2% | 261,665 | +66.3% | 0.10% | +69.4% |
| Q2 2017 | $7,583,000 | – | 157,326 | – | 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% |