ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 451 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $129,744,900 | -4.0% | 1,368,184 | -1.1% | 0.06% | -1.7% |
| Q2 2023 | $135,089,795 | +14.4% | 1,383,550 | +4.0% | 0.06% | +5.3% |
| Q1 2023 | $118,068,187 | +10.7% | 1,330,046 | +1.6% | 0.06% | +3.6% |
| Q4 2022 | $106,671,227 | -17.8% | 1,308,528 | -19.1% | 0.06% | -25.7% |
| Q3 2022 | $129,748,000 | +3.8% | 1,618,214 | +8.4% | 0.07% | +5.7% |
| Q2 2022 | $124,970,000 | -2.6% | 1,493,067 | +23.0% | 0.07% | +7.7% |
| Q1 2022 | $128,253,000 | -4.6% | 1,213,824 | +4.4% | 0.06% | -1.5% |
| Q4 2021 | $134,450,000 | +18.5% | 1,162,658 | +5.0% | 0.07% | +6.5% |
| Q3 2021 | $113,433,000 | +0.9% | 1,107,637 | -0.6% | 0.06% | -3.1% |
| Q2 2021 | $112,468,000 | +8.2% | 1,113,763 | -2.7% | 0.06% | -5.9% |
| Q1 2021 | $103,953,000 | +5.0% | 1,144,988 | +2.5% | 0.07% | -9.3% |
| Q4 2020 | $99,038,000 | +22.3% | 1,116,677 | +10.3% | 0.08% | +4.2% |
| Q3 2020 | $80,949,000 | -2.5% | 1,012,113 | -12.4% | 0.07% | -11.1% |
| Q2 2020 | $83,032,000 | +26.7% | 1,155,151 | +0.7% | 0.08% | +3.8% |
| Q1 2020 | $65,511,000 | -7.7% | 1,147,498 | +9.4% | 0.08% | +4.0% |
| Q4 2019 | $70,969,000 | -46.3% | 1,049,213 | -50.1% | 0.08% | -47.9% |
| Q3 2019 | $132,102,000 | +5.3% | 2,101,191 | +5.0% | 0.14% | -8.9% |
| Q2 2019 | $125,468,000 | +17.8% | 2,001,728 | +13.4% | 0.16% | +8.2% |
| Q1 2019 | $106,515,000 | +32.4% | 1,765,838 | +15.7% | 0.15% | +17.7% |
| Q4 2018 | $80,432,000 | +68.0% | 1,526,229 | +98.0% | 0.12% | +49.4% |
| Q3 2018 | $47,888,000 | +14.5% | 770,901 | +5.4% | 0.08% | -13.5% |
| Q2 2018 | $41,828,000 | +11.8% | 731,285 | +7.0% | 0.10% | -9.4% |
| Q1 2018 | $37,428,000 | +47.3% | 683,157 | +44.6% | 0.11% | +86.0% |
| Q4 2017 | $25,404,000 | +58.8% | 472,453 | +49.1% | 0.06% | +50.0% |
| Q3 2017 | $15,998,000 | +94.7% | 316,909 | +85.9% | 0.04% | +65.2% |
| Q2 2017 | $8,218,000 | +570.3% | 170,503 | +544.9% | 0.02% | +475.0% |
| Q1 2017 | $1,226,000 | -40.8% | 26,438 | -45.2% | 0.00% | -50.0% |
| Q4 2016 | $2,071,000 | +59.2% | 48,263 | +57.8% | 0.01% | +60.0% |
| Q3 2016 | $1,301,000 | -1.8% | 30,576 | +88.4% | 0.01% | 0.0% |
| Q2 2016 | $1,325,000 | +35.1% | 16,227 | +34.1% | 0.01% | +25.0% |
| Q1 2016 | $981,000 | -75.0% | 12,097 | -74.9% | 0.00% | -77.8% |
| Q4 2015 | $3,919,000 | +623.1% | 48,278 | +576.8% | 0.02% | +500.0% |
| Q3 2015 | $542,000 | +81.3% | 7,133 | +94.3% | 0.00% | +200.0% |
| Q2 2015 | $299,000 | +4.2% | 3,671 | +3.8% | 0.00% | 0.0% |
| Q1 2015 | $287,000 | +28600.0% | 3,535 | +23466.7% | 0.00% | – |
| Q4 2014 | $1,000 | -99.9% | 15 | -99.9% | 0.00% | -100.0% |
| Q4 2013 | $1,484,000 | +42.6% | 21,020 | +29.6% | 0.02% | +30.8% |
| Q3 2013 | $1,041,000 | – | 16,214 | – | 0.01% | – |
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% |