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 | $5,437 | -84.1% | 57,336 | -83.6% | 0.02% | -83.9% |
| Q2 2023 | $34,125 | +11.7% | 349,498 | +1.5% | 0.16% | +3.3% |
| Q1 2023 | $30,555 | +169.6% | 344,204 | +147.6% | 0.15% | +154.2% |
| Q4 2022 | $11,332 | -99.9% | 139,007 | -19.3% | 0.06% | -24.4% |
| Q3 2022 | $13,809,000 | +7.8% | 172,224 | +12.5% | 0.08% | +13.0% |
| Q2 2022 | $12,813,000 | -55.4% | 153,082 | -43.7% | 0.07% | -47.7% |
| Q1 2022 | $28,746,000 | -64.2% | 272,057 | -60.9% | 0.13% | -63.2% |
| Q4 2021 | $80,374,000 | +15.5% | 695,034 | +2.3% | 0.36% | +4.4% |
| Q3 2021 | $69,574,000 | +148.6% | 679,363 | +145.1% | 0.34% | +156.7% |
| Q2 2021 | $27,984,000 | +75.1% | 277,129 | +57.4% | 0.13% | +54.0% |
| Q1 2021 | $15,981,000 | -64.8% | 176,019 | -65.6% | 0.09% | -67.3% |
| Q4 2020 | $45,438,000 | -0.8% | 512,320 | -10.5% | 0.27% | -13.9% |
| Q3 2020 | $45,801,000 | +12.3% | 572,659 | +1.0% | 0.31% | +0.7% |
| Q2 2020 | $40,769,000 | +404.9% | 567,188 | +301.0% | 0.31% | +298.7% |
| Q1 2020 | $8,075,000 | -72.0% | 141,447 | -66.9% | 0.08% | -65.5% |
| Q4 2019 | $28,876,000 | +377.8% | 426,910 | +344.1% | 0.22% | +320.8% |
| Q3 2019 | $6,044,000 | +16.6% | 96,133 | +16.2% | 0.05% | +10.4% |
| Q2 2019 | $5,185,000 | +6.4% | 82,727 | +2.4% | 0.05% | +2.1% |
| Q1 2019 | $4,875,000 | +17.2% | 80,816 | +2.4% | 0.05% | +2.2% |
| Q4 2018 | $4,159,000 | -24.2% | 78,912 | -10.7% | 0.05% | -11.5% |
| Q3 2018 | $5,489,000 | +20.1% | 88,363 | +10.5% | 0.05% | +8.3% |
| Q2 2018 | $4,572,000 | +12.6% | 79,932 | +7.5% | 0.05% | +4.3% |
| Q1 2018 | $4,061,000 | +19.5% | 74,344 | +17.7% | 0.05% | +15.0% |
| Q4 2017 | $3,397,000 | +39.9% | 63,173 | +31.3% | 0.04% | +21.2% |
| Q3 2017 | $2,429,000 | +17.0% | 48,116 | +11.7% | 0.03% | +6.5% |
| Q2 2017 | $2,076,000 | +3.3% | 43,078 | -0.6% | 0.03% | -8.8% |
| Q1 2017 | $2,010,000 | +362.1% | 43,330 | +327.8% | 0.03% | +325.0% |
| Q4 2016 | $435,000 | +0.2% | 10,129 | -0.7% | 0.01% | 0.0% |
| Q3 2016 | $434,000 | -16.1% | 10,201 | +61.2% | 0.01% | -27.3% |
| Q2 2016 | $517,000 | +21.1% | 6,329 | +20.3% | 0.01% | +10.0% |
| Q1 2016 | $427,000 | +21.3% | 5,260 | +21.2% | 0.01% | +25.0% |
| Q4 2015 | $352,000 | +5.1% | 4,339 | -1.7% | 0.01% | -20.0% |
| Q3 2015 | $335,000 | +18.8% | 4,412 | +27.4% | 0.01% | +25.0% |
| Q2 2015 | $282,000 | -2.1% | 3,462 | -2.4% | 0.01% | 0.0% |
| Q1 2015 | $288,000 | +6.3% | 3,547 | +2.5% | 0.01% | 0.0% |
| Q4 2014 | $271,000 | +4.6% | 3,462 | 0.0% | 0.01% | 0.0% |
| Q3 2014 | $259,000 | +0.4% | 3,462 | 0.0% | 0.01% | -11.1% |
| Q2 2014 | $258,000 | +4.9% | 3,462 | 0.0% | 0.01% | 0.0% |
| Q1 2014 | $246,000 | -7.5% | 3,462 | -8.1% | 0.01% | -18.2% |
| Q4 2013 | $266,000 | +21.5% | 3,766 | +10.7% | 0.01% | +10.0% |
| Q3 2013 | $219,000 | +7.9% | 3,403 | 0.0% | 0.01% | 0.0% |
| Q2 2013 | $203,000 | – | 3,403 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Vantage Financial Partners, LLC | 464,658 | $38,892,000 | 22.95% |
| Madison Wealth Partners, Inc | 326,892 | $27,361,000 | 17.38% |
| HILLTOP WEALTH ADVISORS, LLC | 210,626 | $17,629,000 | 17.17% |
| Tennessee Valley Asset Management Partners | 377,060 | $31,560,000 | 12.13% |
| Financial Council, LLC | 105,261 | $8,810,000 | 10.99% |
| Legacy Financial Group LLC | 408,231 | $34,169,000 | 10.78% |
| DOLIVER ADVISORS, LP | 352,235 | $29,482,000 | 10.47% |
| Veracity Capital LLC | 214,699 | $17,970,000 | 9.56% |
| ForthRight Wealth Management, LLC | 197,265 | $16,511,000 | 9.18% |
| Petix & Botte Co | 114,588 | $9,591,000 | 7.06% |