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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $440 | +10.0% | 4,500 | 0.0% | 0.06% | +5.3% |
| Q1 2023 | $400 | +11.4% | 4,500 | +2.3% | 0.06% | +5.6% |
| Q4 2022 | $359 | -99.9% | 4,400 | +0.3% | 0.05% | -6.9% |
| Q3 2022 | $351,000 | -3.8% | 4,385 | +0.7% | 0.06% | +5.5% |
| Q2 2022 | $365,000 | -20.7% | 4,355 | 0.0% | 0.06% | -8.3% |
| Q1 2022 | $460,000 | -12.5% | 4,355 | -4.3% | 0.06% | +5.3% |
| Q4 2021 | $526,000 | +12.9% | 4,550 | 0.0% | 0.06% | +9.6% |
| Q3 2021 | $466,000 | +12.8% | 4,550 | +11.0% | 0.05% | +13.0% |
| Q2 2021 | $413,000 | +12.5% | 4,100 | +1.5% | 0.05% | +7.0% |
| Q1 2021 | $367,000 | +3.4% | 4,040 | +1.0% | 0.04% | -4.4% |
| Q4 2020 | $355,000 | +10.9% | 4,000 | 0.0% | 0.04% | -4.3% |
| Q3 2020 | $320,000 | +11.1% | 4,000 | 0.0% | 0.05% | 0.0% |
| Q2 2020 | $288,000 | +150.4% | 4,000 | +100.0% | 0.05% | +113.6% |
| Q1 2020 | $115,000 | – | 2,000 | – | 0.02% | – |
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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% |