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 | $16,565,545 | -7.1% | 174,687 | -4.3% | 0.11% | +12.4% |
| Q2 2023 | $17,828,583 | +1.4% | 182,595 | -7.8% | 0.10% | -1.0% |
| Q1 2023 | $17,578,576 | +1.9% | 198,024 | -6.4% | 0.10% | +1.0% |
| Q4 2022 | $17,252,664 | -4.8% | 211,637 | -6.3% | 0.10% | -9.3% |
| Q3 2022 | $18,117,000 | -8.4% | 225,956 | -4.4% | 0.11% | -1.8% |
| Q2 2022 | $19,776,000 | -26.6% | 236,268 | -7.4% | 0.11% | -16.8% |
| Q1 2022 | $26,946,000 | -13.9% | 255,028 | -5.8% | 0.13% | -9.0% |
| Q4 2021 | $31,314,000 | +7.6% | 270,791 | -4.7% | 0.14% | -0.7% |
| Q3 2021 | $29,095,000 | -5.0% | 284,107 | -6.3% | 0.14% | -5.8% |
| Q2 2021 | $30,629,000 | +7.8% | 303,319 | -3.1% | 0.15% | -1.9% |
| Q1 2021 | $28,415,000 | +2.8% | 312,973 | +0.4% | 0.16% | -6.0% |
| Q4 2020 | $27,653,000 | +7.3% | 311,796 | -3.3% | 0.17% | -0.6% |
| Q3 2020 | $25,778,000 | +12.8% | 322,310 | +1.4% | 0.17% | +1.2% |
| Q2 2020 | $22,846,000 | +37.0% | 317,842 | +8.8% | 0.17% | +20.3% |
| Q1 2020 | $16,675,000 | -10.0% | 292,077 | +6.6% | 0.14% | +15.0% |
| Q4 2019 | $18,526,000 | +20.0% | 273,886 | +11.6% | 0.12% | +11.1% |
| Q3 2019 | $15,432,000 | +23.2% | 245,464 | +22.8% | 0.11% | +31.7% |
| Q2 2019 | $12,531,000 | +61.3% | 199,914 | +55.2% | 0.08% | +49.1% |
| Q1 2019 | $7,769,000 | +465.8% | 128,800 | +394.2% | 0.06% | +400.0% |
| Q4 2018 | $1,373,000 | – | 26,061 | – | 0.01% | – |
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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% |