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 | $57,839,866 | +0.5% | 609,932 | +3.5% | 0.10% | +2.9% |
| Q2 2023 | $57,555,850 | +8.6% | 589,470 | -1.3% | 0.10% | +2.0% |
| Q1 2023 | $53,005,741 | +2.6% | 597,113 | -5.8% | 0.10% | -3.8% |
| Q4 2022 | $51,675,791 | -1.8% | 633,879 | -3.4% | 0.10% | -11.1% |
| Q3 2022 | $52,614,000 | +13.0% | 656,200 | +18.0% | 0.12% | +15.8% |
| Q2 2022 | $46,542,000 | -18.3% | 556,051 | +3.2% | 0.10% | -5.6% |
| Q1 2022 | $56,959,000 | +0.8% | 539,070 | +10.3% | 0.11% | +1.9% |
| Q4 2021 | $56,511,000 | +7.6% | 488,675 | -4.7% | 0.10% | -0.9% |
| Q3 2021 | $52,534,000 | -9.6% | 512,975 | -10.8% | 0.11% | -10.2% |
| Q2 2021 | $58,094,000 | +4.2% | 575,295 | -6.3% | 0.12% | -6.3% |
| Q1 2021 | $55,753,000 | +3.1% | 614,088 | +0.7% | 0.13% | -6.7% |
| Q4 2020 | $54,074,000 | +21.0% | 609,699 | +9.1% | 0.14% | +5.5% |
| Q3 2020 | $44,700,000 | -20.0% | 558,885 | -28.1% | 0.13% | -28.1% |
| Q2 2020 | $55,899,000 | +29.0% | 777,674 | +2.4% | 0.18% | -5.8% |
| Q1 2020 | $43,345,000 | -8.4% | 759,236 | +8.5% | 0.19% | +25.2% |
| Q4 2019 | $47,320,000 | +30.4% | 699,589 | +21.2% | 0.15% | +14.4% |
| Q3 2019 | $36,295,000 | +46.3% | 577,308 | +45.8% | 0.13% | +38.9% |
| Q2 2019 | $24,813,000 | +19.4% | 395,867 | +14.9% | 0.10% | +10.5% |
| Q1 2019 | $20,786,000 | -9.7% | 344,588 | -21.1% | 0.09% | -28.9% |
| Q4 2018 | $23,022,000 | +122.8% | 436,844 | +162.6% | 0.12% | +157.4% |
| Q3 2018 | $10,335,000 | +25.2% | 166,369 | +15.3% | 0.05% | +11.9% |
| Q2 2018 | $8,253,000 | +21.0% | 144,279 | +15.6% | 0.04% | +7.7% |
| Q1 2018 | $6,819,000 | +8.8% | 124,851 | +7.1% | 0.04% | 0.0% |
| Q4 2017 | $6,268,000 | +9.1% | 116,579 | +2.5% | 0.04% | +5.4% |
| Q3 2017 | $5,743,000 | +67.8% | 113,758 | +60.2% | 0.04% | +54.2% |
| Q2 2017 | $3,423,000 | -10.5% | 71,010 | -13.9% | 0.02% | -17.2% |
| Q1 2017 | $3,825,000 | -30.9% | 82,479 | -36.1% | 0.03% | -37.0% |
| Q4 2016 | $5,539,000 | +77.8% | 129,062 | +76.3% | 0.05% | +64.3% |
| Q3 2016 | $3,116,000 | +8.8% | 73,225 | +108.8% | 0.03% | 0.0% |
| Q2 2016 | $2,865,000 | -26.7% | 35,074 | -27.2% | 0.03% | -37.8% |
| Q1 2016 | $3,906,000 | -4.2% | 48,155 | -4.1% | 0.04% | -6.2% |
| Q4 2015 | $4,077,000 | – | 50,216 | – | 0.05% | – |
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% |