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 | $1,830,219 | -2.9% | 19,300 | 0.0% | 0.16% | +1.3% |
| Q2 2023 | $1,884,452 | +10.0% | 19,300 | 0.0% | 0.16% | +6.8% |
| Q1 2023 | $1,713,261 | +8.9% | 19,300 | 0.0% | 0.15% | +2.8% |
| Q4 2022 | $1,573,336 | +1.7% | 19,300 | 0.0% | 0.14% | -3.4% |
| Q3 2022 | $1,547,000 | -4.2% | 19,300 | 0.0% | 0.15% | +1.4% |
| Q2 2022 | $1,615,000 | -20.8% | 19,300 | 0.0% | 0.14% | -8.2% |
| Q1 2022 | $2,039,000 | -8.6% | 19,300 | 0.0% | 0.16% | -5.4% |
| Q4 2021 | $2,232,000 | +12.9% | 19,300 | 0.0% | 0.17% | +4.4% |
| Q3 2021 | $1,977,000 | +1.4% | 19,300 | 0.0% | 0.16% | -2.4% |
| Q2 2021 | $1,949,000 | +9.6% | 19,300 | -1.5% | 0.16% | +2.5% |
| Q1 2021 | $1,779,000 | +2.4% | 19,600 | 0.0% | 0.16% | -2.4% |
| Q4 2020 | $1,738,000 | +10.8% | 19,600 | 0.0% | 0.16% | +1.2% |
| Q3 2020 | $1,568,000 | +11.3% | 19,600 | 0.0% | 0.16% | +4.5% |
| Q2 2020 | $1,409,000 | +25.9% | 19,600 | 0.0% | 0.16% | +6.9% |
| Q1 2020 | $1,119,000 | -15.6% | 19,600 | 0.0% | 0.14% | +4.3% |
| Q4 2019 | $1,326,000 | +7.6% | 19,600 | 0.0% | 0.14% | +0.7% |
| Q3 2019 | $1,232,000 | +0.2% | 19,600 | 0.0% | 0.14% | -1.4% |
| Q2 2019 | $1,229,000 | +4.0% | 19,600 | 0.0% | 0.14% | 0.0% |
| Q1 2019 | $1,182,000 | +14.4% | 19,600 | 0.0% | 0.14% | +5.3% |
| Q4 2018 | $1,033,000 | -15.2% | 19,600 | 0.0% | 0.13% | -3.6% |
| Q3 2018 | $1,218,000 | +8.7% | 19,600 | 0.0% | 0.14% | +3.0% |
| Q2 2018 | $1,121,000 | +4.7% | 19,600 | 0.0% | 0.13% | +7.2% |
| Q1 2018 | $1,071,000 | +1.6% | 19,600 | 0.0% | 0.12% | +1.6% |
| Q4 2017 | $1,054,000 | +6.6% | 19,600 | 0.0% | 0.12% | +2.5% |
| Q3 2017 | $989,000 | +4.7% | 19,600 | 0.0% | 0.12% | 0.0% |
| Q2 2017 | $945,000 | +4.0% | 19,600 | 0.0% | 0.12% | +2.6% |
| Q1 2017 | $909,000 | +1.8% | 19,600 | -5.8% | 0.12% | -3.3% |
| Q4 2016 | $893,000 | +0.8% | 20,814 | 0.0% | 0.12% | +0.8% |
| Q3 2016 | $886,000 | -55.7% | 20,814 | -15.0% | 0.12% | -58.8% |
| Q2 2016 | $1,999,000 | -79.6% | 24,475 | -79.7% | 0.29% | -80.3% |
| Q1 2016 | $9,789,000 | +27.9% | 120,693 | +28.0% | 1.48% | +26.8% |
| Q4 2015 | $7,655,000 | -2.7% | 94,288 | -8.9% | 1.16% | -6.4% |
| Q3 2015 | $7,865,000 | +28.2% | 103,553 | +37.2% | 1.24% | +34.4% |
| Q2 2015 | $6,136,000 | – | 75,454 | – | 0.92% | – |
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% |