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 | $58,386,000 | -11.2% | 615,529 | -8.6% | 0.11% | -14.7% |
| Q2 2023 | $65,735,000 | +17.1% | 673,196 | +6.5% | 0.13% | +5.7% |
| Q1 2023 | $56,118,000 | +26.5% | 632,220 | +16.2% | 0.12% | +20.8% |
| Q4 2022 | $44,355,000 | +26.2% | 544,155 | +24.2% | 0.10% | +7.4% |
| Q3 2022 | $35,139,000 | -7.3% | 438,203 | -3.2% | 0.09% | -4.1% |
| Q2 2022 | $37,893,000 | -25.8% | 452,495 | -6.4% | 0.10% | -14.0% |
| Q1 2022 | $51,044,000 | -14.7% | 483,298 | -6.5% | 0.11% | -13.0% |
| Q4 2021 | $59,807,000 | +17.7% | 517,116 | +4.2% | 0.13% | -3.7% |
| Q3 2021 | $50,809,000 | +14.9% | 496,271 | +13.3% | 0.14% | +6.2% |
| Q2 2021 | $44,227,000 | +8.9% | 437,917 | -2.1% | 0.13% | 0.0% |
| Q1 2021 | $40,622,000 | -13.1% | 447,267 | -15.2% | 0.13% | -34.4% |
| Q4 2020 | $46,737,000 | +7.2% | 527,180 | -3.3% | 0.20% | -7.6% |
| Q3 2020 | $43,596,000 | +12.3% | 545,079 | +0.9% | 0.21% | -0.5% |
| Q2 2020 | $38,819,000 | +29.8% | 540,098 | +3.2% | 0.21% | +9.3% |
| Q1 2020 | $29,897,000 | -16.0% | 523,415 | -0.5% | 0.19% | -7.6% |
| Q4 2019 | $35,590,000 | +6.9% | 526,230 | -0.7% | 0.21% | +16.0% |
| Q3 2019 | $33,296,000 | -8.0% | 529,678 | -8.3% | 0.18% | -15.8% |
| Q2 2019 | $36,197,000 | +4.9% | 577,486 | +0.9% | 0.22% | -6.5% |
| Q1 2019 | $34,494,000 | +32.0% | 572,081 | +15.4% | 0.23% | +15.0% |
| Q4 2018 | $26,136,000 | -34.9% | 495,937 | -23.3% | 0.20% | -30.8% |
| Q3 2018 | $40,154,000 | +9.4% | 646,548 | +0.8% | 0.29% | +0.7% |
| Q2 2018 | $36,707,000 | +10.3% | 641,724 | +5.3% | 0.29% | +2.9% |
| Q1 2018 | $33,291,000 | +7.7% | 609,595 | +6.0% | 0.28% | +9.8% |
| Q4 2017 | $30,911,000 | -1.4% | 575,137 | -7.3% | 0.25% | -4.9% |
| Q3 2017 | $31,345,000 | +39.3% | 620,683 | +32.9% | 0.27% | +32.8% |
| Q2 2017 | $22,499,000 | +73.3% | 467,067 | +66.7% | 0.20% | +62.1% |
| Q1 2017 | $12,986,000 | +92.7% | 280,233 | +78.4% | 0.12% | +69.9% |
| Q4 2016 | $6,739,000 | +184.0% | 157,053 | +182.1% | 0.07% | +170.4% |
| Q3 2016 | $2,373,000 | +18.5% | 55,673 | +127.4% | 0.03% | +8.0% |
| Q2 2016 | $2,003,000 | -9.5% | 24,487 | -10.3% | 0.02% | +257.1% |
| Q1 2016 | $2,213,000 | -14.7% | 27,285 | -14.5% | 0.01% | -77.4% |
| Q4 2015 | $2,593,000 | -30.5% | 31,907 | -35.1% | 0.03% | -36.7% |
| Q3 2015 | $3,732,000 | +15.6% | 49,132 | +23.8% | 0.05% | -5.8% |
| Q2 2015 | $3,227,000 | +158.8% | 39,685 | +158.7% | 0.05% | +173.7% |
| Q1 2015 | $1,247,000 | +472.0% | 15,340 | +451.8% | 0.02% | +533.3% |
| Q4 2014 | $218,000 | +4.8% | 2,780 | 0.0% | 0.00% | -25.0% |
| Q3 2014 | $208,000 | +0.5% | 2,780 | 0.0% | 0.00% | 0.0% |
| Q2 2014 | $207,000 | -39.7% | 2,780 | -42.6% | 0.00% | -42.9% |
| Q1 2014 | $343,000 | +0.3% | 4,842 | 0.0% | 0.01% | 0.0% |
| Q4 2013 | $342,000 | +57.6% | 4,842 | +43.4% | 0.01% | +40.0% |
| Q3 2013 | $217,000 | – | 3,377 | – | 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% |