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 | $2,217,234 | -2.4% | 23,381 | +0.5% | 0.08% | +1.2% |
| Q2 2023 | $2,270,924 | -5.1% | 23,258 | -13.8% | 0.08% | +2.5% |
| Q1 2023 | $2,393,923 | +27.2% | 26,967 | +16.8% | 0.08% | +19.4% |
| Q4 2022 | $1,881,940 | -2.0% | 23,085 | -3.7% | 0.07% | -8.2% |
| Q3 2022 | $1,921,000 | -2.4% | 23,960 | +1.9% | 0.07% | +7.4% |
| Q2 2022 | $1,968,000 | -24.3% | 23,515 | -4.5% | 0.07% | -12.8% |
| Q1 2022 | $2,601,000 | -4.3% | 24,618 | +4.7% | 0.08% | +2.6% |
| Q4 2021 | $2,719,000 | +21.3% | 23,516 | +7.5% | 0.08% | +13.4% |
| Q3 2021 | $2,241,000 | +8.2% | 21,885 | +6.7% | 0.07% | +8.1% |
| Q2 2021 | $2,071,000 | +15.8% | 20,505 | +4.0% | 0.06% | +8.8% |
| Q1 2021 | $1,789,000 | -31.4% | 19,707 | -33.0% | 0.06% | -36.0% |
| Q4 2020 | $2,608,000 | -4.3% | 29,403 | -13.7% | 0.09% | -17.6% |
| Q3 2020 | $2,726,000 | +6.2% | 34,085 | -4.5% | 0.11% | -4.4% |
| Q2 2020 | $2,566,000 | +27.5% | 35,701 | +1.3% | 0.11% | -5.8% |
| Q1 2020 | $2,013,000 | -33.5% | 35,258 | -21.2% | 0.12% | -6.2% |
| Q4 2019 | $3,025,000 | +6.6% | 44,728 | -0.9% | 0.13% | -5.9% |
| Q3 2019 | $2,838,000 | +42.0% | 45,134 | +41.5% | 0.14% | +32.0% |
| Q2 2019 | $1,999,000 | -18.1% | 31,898 | -21.2% | 0.10% | -25.9% |
| Q1 2019 | $2,441,000 | +13.0% | 40,474 | -1.2% | 0.14% | -11.5% |
| Q4 2018 | $2,160,000 | -46.2% | 40,984 | -36.6% | 0.16% | -33.5% |
| Q3 2018 | $4,014,000 | +58.5% | 64,618 | +45.9% | 0.24% | +38.8% |
| Q2 2018 | $2,533,000 | +1.9% | 44,277 | -2.7% | 0.17% | -6.6% |
| Q1 2018 | $2,486,000 | +2.9% | 45,522 | +1.3% | 0.18% | -2.2% |
| Q4 2017 | $2,417,000 | -6.5% | 44,959 | -12.2% | 0.19% | -12.7% |
| Q3 2017 | $2,585,000 | -61.4% | 51,215 | -63.2% | 0.21% | -66.2% |
| Q2 2017 | $6,701,000 | +11.1% | 139,031 | +6.9% | 0.63% | +7.9% |
| Q1 2017 | $6,033,000 | -55.1% | 130,070 | -58.5% | 0.58% | -60.3% |
| Q4 2016 | $13,450,000 | +62.5% | 313,367 | +61.1% | 1.47% | +49.8% |
| Q3 2016 | $8,278,000 | +455.6% | 194,554 | +966.7% | 0.98% | +405.7% |
| Q2 2016 | $1,490,000 | +39.6% | 18,239 | +38.7% | 0.19% | +32.9% |
| Q1 2016 | $1,067,000 | – | 13,151 | – | 0.15% | – |
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% |