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 | $3,860 | -99.9% | 40,709 | -0.5% | 0.49% | -6.2% |
| Q2 2023 | $3,995,992 | +8.4% | 40,925 | -1.4% | 0.52% | -6.5% |
| Q1 2023 | $3,684,958 | +7.9% | 41,511 | -0.9% | 0.55% | +0.7% |
| Q4 2022 | $3,415,988 | -1.0% | 41,903 | -2.6% | 0.55% | +85.8% |
| Q3 2022 | $3,449,000 | -3.7% | 43,016 | +0.5% | 0.30% | -47.2% |
| Q2 2022 | $3,582,000 | -21.8% | 42,800 | -1.2% | 0.56% | -20.9% |
| Q1 2022 | $4,578,000 | +2.8% | 43,329 | +12.5% | 0.71% | +317.1% |
| Q4 2021 | $4,455,000 | +22.7% | 38,525 | +8.6% | 0.17% | -69.3% |
| Q3 2021 | $3,632,000 | +5.4% | 35,462 | +3.9% | 0.55% | +5.9% |
| Q2 2021 | $3,445,000 | +17.7% | 34,120 | +5.8% | 0.52% | +12.3% |
| Q1 2021 | $2,928,000 | +9.3% | 32,253 | +6.8% | 0.46% | +4.5% |
| Q4 2020 | $2,678,000 | +27.5% | 30,196 | +15.0% | 0.44% | +11.8% |
| Q3 2020 | $2,100,000 | +16.3% | 26,251 | +4.5% | 0.40% | +11.8% |
| Q2 2020 | $1,806,000 | +35.9% | 25,120 | +7.9% | 0.36% | +4.1% |
| Q1 2020 | $1,329,000 | -16.3% | 23,281 | -0.8% | 0.34% | +9.6% |
| Q4 2019 | $1,587,000 | +15.0% | 23,463 | +6.9% | 0.31% | +5.4% |
| Q3 2019 | $1,380,000 | +5.2% | 21,945 | +4.8% | 0.30% | -6.0% |
| Q2 2019 | $1,312,000 | +18.2% | 20,931 | +13.7% | 0.32% | +1.3% |
| Q1 2019 | $1,110,000 | +16.6% | 18,407 | +1.9% | 0.31% | -12.4% |
| Q4 2018 | $952,000 | +0.3% | 18,064 | +18.2% | 0.36% | +19.5% |
| Q3 2018 | $949,000 | +7.2% | 15,285 | -1.2% | 0.30% | -4.8% |
| Q2 2018 | $885,000 | +15.8% | 15,473 | +10.7% | 0.31% | +36.2% |
| Q1 2018 | $764,000 | +0.7% | 13,982 | -1.0% | 0.23% | +0.4% |
| Q4 2017 | $759,000 | +21.8% | 14,119 | +14.5% | 0.23% | +50.0% |
| Q3 2017 | $623,000 | +17.5% | 12,333 | +12.2% | 0.15% | +10.9% |
| Q2 2017 | $530,000 | +8.4% | 10,993 | +4.3% | 0.14% | +0.7% |
| Q1 2017 | $489,000 | +14.0% | 10,537 | +5.3% | 0.14% | +4.6% |
| Q4 2016 | $429,000 | +10.0% | 10,005 | +9.1% | 0.13% | +15.0% |
| Q3 2016 | $390,000 | +18.2% | 9,171 | +127.0% | 0.11% | +213.9% |
| Q2 2016 | $330,000 | +50.0% | 4,040 | +49.0% | 0.04% | -57.1% |
| Q1 2016 | $220,000 | – | 2,711 | – | 0.08% | – |
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% |