ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 358 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $2,873,000 | +8.4% | 35,924 | -2.6% | 0.10% | -1.0% |
| Q2 2020 | $2,650,000 | -36.8% | 36,869 | -49.8% | 0.10% | -45.6% |
| Q1 2020 | $4,194,000 | -15.1% | 73,470 | +0.8% | 0.18% | +7.8% |
| Q4 2019 | $4,938,000 | +16.8% | 72,887 | +8.4% | 0.17% | +11.3% |
| Q3 2019 | $4,226,000 | +2.9% | 67,251 | +2.7% | 0.15% | +5.6% |
| Q2 2019 | $4,106,000 | +16.0% | 65,510 | +11.5% | 0.14% | +17.4% |
| Q1 2019 | $3,541,000 | +42.5% | 58,748 | +24.5% | 0.12% | +23.5% |
| Q4 2018 | $2,485,000 | -29.3% | 47,186 | -16.5% | 0.10% | -18.3% |
| Q3 2018 | $3,514,000 | +26.9% | 56,538 | +16.8% | 0.12% | +15.4% |
| Q2 2018 | $2,769,000 | +2.6% | 48,422 | -1.9% | 0.10% | 0.0% |
| Q1 2018 | $2,698,000 | +33.0% | 49,367 | +30.6% | 0.10% | +28.4% |
| Q4 2017 | $2,029,000 | +37.1% | 37,793 | +29.3% | 0.08% | +26.6% |
| Q3 2017 | $1,480,000 | +23.1% | 29,226 | +17.1% | 0.06% | +18.5% |
| Q2 2017 | $1,202,000 | +14.8% | 24,958 | +10.5% | 0.05% | 0.0% |
| Q1 2017 | $1,047,000 | +133.2% | 22,581 | +116.1% | 0.05% | +134.8% |
| Q4 2016 | $449,000 | +27.9% | 10,450 | +26.6% | 0.02% | +21.1% |
| Q3 2016 | $351,000 | +4.2% | 8,252 | +99.5% | 0.02% | 0.0% |
| Q2 2016 | $337,000 | -6.4% | 4,137 | -6.8% | 0.02% | -5.0% |
| Q1 2016 | $360,000 | +20.4% | 4,438 | +20.3% | 0.02% | +33.3% |
| Q4 2015 | $299,000 | +13.7% | 3,689 | +6.6% | 0.02% | +7.1% |
| Q3 2015 | $263,000 | +0.4% | 3,459 | +7.1% | 0.01% | +16.7% |
| Q2 2015 | $262,000 | +18.6% | 3,230 | +18.2% | 0.01% | -20.0% |
| Q1 2015 | $221,000 | +3.3% | 2,733 | -0.3% | 0.02% | -6.2% |
| Q4 2014 | $214,000 | -13.4% | 2,742 | -17.0% | 0.02% | -20.0% |
| Q3 2014 | $247,000 | +0.8% | 3,304 | 0.0% | 0.02% | +11.1% |
| Q2 2014 | $245,000 | +21.9% | 3,304 | +16.6% | 0.02% | +20.0% |
| Q1 2014 | $201,000 | – | 2,833 | – | 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% |