ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 545 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 7.60 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,174,674 | +3.4% | 44,023 | +6.4% | 0.09% | +6.1% |
| Q2 2023 | $4,039,241 | +13.4% | 41,369 | +3.1% | 0.08% | +6.5% |
| Q1 2023 | $3,560,872 | +4.7% | 40,113 | -3.8% | 0.08% | -1.3% |
| Q4 2022 | $3,400,778 | +6.4% | 41,717 | +4.7% | 0.08% | +21.9% |
| Q3 2022 | $3,196,000 | -0.1% | 39,862 | +4.3% | 0.06% | +3.2% |
| Q2 2022 | $3,198,000 | -19.3% | 38,212 | +1.8% | 0.06% | -11.4% |
| Q1 2022 | $3,965,000 | -1.7% | 37,523 | +7.6% | 0.07% | 0.0% |
| Q4 2021 | $4,034,000 | +46.6% | 34,886 | +29.9% | 0.07% | +40.0% |
| Q3 2021 | $2,751,000 | +64.7% | 26,866 | +62.5% | 0.05% | +61.3% |
| Q2 2021 | $1,670,000 | +0.4% | 16,535 | -9.8% | 0.03% | -3.1% |
| Q1 2021 | $1,664,000 | +112.5% | 18,325 | +107.6% | 0.03% | +100.0% |
| Q4 2020 | $783,000 | +38.1% | 8,828 | +24.5% | 0.02% | +23.1% |
| Q3 2020 | $567,000 | +152.0% | 7,093 | +113.6% | 0.01% | +160.0% |
| Q4 2019 | $225,000 | +11.9% | 3,320 | +3.7% | 0.01% | +25.0% |
| Q3 2019 | $201,000 | -2.0% | 3,201 | -2.3% | 0.00% | -20.0% |
| Q2 2019 | $205,000 | +1.5% | 3,277 | +0.6% | 0.01% | +25.0% |
| Q3 2018 | $202,000 | – | 3,257 | – | 0.00% | – |
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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% |