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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $290,654 | -1.0% | 3,065 | +1.9% | 0.02% | +6.2% |
| Q2 2023 | $293,604 | +10.0% | 3,007 | 0.0% | 0.02% | +14.3% |
| Q1 2023 | $266,932 | +6.0% | 3,007 | -2.7% | 0.01% | +7.7% |
| Q4 2022 | $251,815 | -25.7% | 3,089 | -27.0% | 0.01% | -38.1% |
| Q3 2022 | $339,000 | -4.2% | 4,233 | 0.0% | 0.02% | +5.0% |
| Q2 2022 | $354,000 | -22.0% | 4,233 | -1.4% | 0.02% | -9.1% |
| Q1 2022 | $454,000 | -8.7% | 4,295 | -0.0% | 0.02% | -8.3% |
| Q4 2021 | $497,000 | -10.5% | 4,296 | -20.8% | 0.02% | -17.2% |
| Q3 2021 | $555,000 | +1.3% | 5,424 | 0.0% | 0.03% | +3.6% |
| Q2 2021 | $548,000 | -10.6% | 5,424 | -19.7% | 0.03% | -15.2% |
| Q1 2021 | $613,000 | -0.2% | 6,751 | -2.5% | 0.03% | -10.8% |
| Q4 2020 | $614,000 | +10.8% | 6,922 | 0.0% | 0.04% | -2.6% |
| Q3 2020 | $554,000 | -4.0% | 6,922 | -13.7% | 0.04% | -9.5% |
| Q2 2020 | $577,000 | -80.4% | 8,021 | -84.5% | 0.04% | -83.8% |
| Q1 2020 | $2,946,000 | -21.8% | 51,602 | -7.3% | 0.26% | +5.7% |
| Q4 2019 | $3,767,000 | +1545.0% | 55,695 | +1432.2% | 0.25% | +1266.7% |
| Q3 2019 | $229,000 | – | 3,635 | – | 0.02% | – |
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% |