ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 451 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.60 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,448 | -5.7% | 68 | -2.9% | 0.00% | 0.0% |
| Q2 2023 | $6,835 | +10.0% | 70 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $6,214 | +444.6% | 70 | +400.0% | 0.00% | – |
| Q4 2022 | $1,141 | +14.1% | 14 | 0.0% | 0.00% | – |
| Q3 2022 | $1,000 | 0.0% | 14 | 0.0% | 0.00% | – |
| Q2 2022 | $1,000 | 0.0% | 14 | +7.7% | 0.00% | – |
| Q1 2022 | $1,000 | -50.0% | 13 | 0.0% | 0.00% | – |
| Q4 2021 | $2,000 | 0.0% | 13 | -13.3% | 0.00% | – |
| Q3 2021 | $2,000 | 0.0% | 15 | -11.8% | 0.00% | – |
| Q2 2021 | $2,000 | 0.0% | 17 | 0.0% | 0.00% | – |
| Q1 2021 | $2,000 | 0.0% | 17 | -10.5% | 0.00% | – |
| Q4 2020 | $2,000 | – | 19 | – | 0.00% | – |
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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% |