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 | $7,334,805 | +4.0% | 77,347 | +7.1% | 0.12% | +3.6% |
| Q2 2023 | $7,050,656 | +10.3% | 72,211 | +0.3% | 0.11% | +4.7% |
| Q1 2023 | $6,392,695 | -18.8% | 72,014 | -25.5% | 0.11% | -25.9% |
| Q4 2022 | $7,875,775 | +8.1% | 96,612 | +6.3% | 0.14% | -25.9% |
| Q3 2022 | $7,284,000 | -2.9% | 90,844 | +1.4% | 0.19% | +12.9% |
| Q2 2022 | $7,502,000 | -18.2% | 89,631 | +3.3% | 0.17% | -6.6% |
| Q1 2022 | $9,170,000 | -5.7% | 86,784 | +3.2% | 0.18% | -7.1% |
| Q4 2021 | $9,727,000 | +17.2% | 84,110 | +3.8% | 0.20% | +21.6% |
| Q3 2021 | $8,297,000 | +19.8% | 81,015 | +18.1% | 0.16% | -1.2% |
| Q2 2021 | $6,925,000 | +22.8% | 68,583 | +10.5% | 0.16% | +5.8% |
| Q1 2021 | $5,637,000 | +14.1% | 62,091 | +11.4% | 0.16% | -1.9% |
| Q4 2020 | $4,942,000 | +24.6% | 55,719 | +12.4% | 0.16% | +6.0% |
| Q3 2020 | $3,965,000 | +18.8% | 49,573 | +6.8% | 0.15% | +4.9% |
| Q2 2020 | $3,338,000 | +54.2% | 46,433 | +22.4% | 0.14% | +22.4% |
| Q1 2020 | $2,165,000 | +34.6% | 37,922 | +59.6% | 0.12% | +68.1% |
| Q4 2019 | $1,609,000 | +2.2% | 23,758 | -5.0% | 0.07% | -1.4% |
| Q3 2019 | $1,574,000 | +0.1% | 25,019 | -0.1% | 0.07% | 0.0% |
| Q2 2019 | $1,572,000 | +5.4% | 25,045 | +1.4% | 0.07% | -5.4% |
| Q1 2019 | $1,492,000 | +10.2% | 24,706 | -3.8% | 0.07% | -6.3% |
| Q4 2018 | $1,354,000 | -8.1% | 25,675 | +8.2% | 0.08% | +9.7% |
| Q3 2018 | $1,474,000 | +43.2% | 23,734 | +32.2% | 0.07% | +22.0% |
| Q2 2018 | $1,029,000 | +3.4% | 17,958 | -1.6% | 0.06% | -1.7% |
| Q1 2018 | $995,000 | -22.1% | 18,258 | -23.1% | 0.06% | -23.1% |
| Q4 2017 | $1,277,000 | +6.5% | 23,743 | +0.2% | 0.08% | +8.3% |
| Q3 2017 | $1,199,000 | +4.3% | 23,706 | -0.7% | 0.07% | 0.0% |
| Q2 2017 | $1,150,000 | +14.5% | 23,865 | +10.3% | 0.07% | +7.5% |
| Q1 2017 | $1,004,000 | +8.1% | 21,639 | 0.0% | 0.07% | -4.3% |
| Q4 2016 | $929,000 | -2.9% | 21,639 | -3.7% | 0.07% | -4.1% |
| Q3 2016 | $957,000 | +6.8% | 22,480 | +104.6% | 0.07% | +4.3% |
| Q2 2016 | $896,000 | -8.8% | 10,986 | -9.4% | 0.07% | -14.6% |
| Q1 2016 | $982,000 | +11.3% | 12,121 | +11.3% | 0.08% | +9.3% |
| Q4 2015 | $882,000 | +2.6% | 10,892 | -3.8% | 0.08% | -8.5% |
| Q3 2015 | $860,000 | -19.9% | 11,327 | -14.3% | 0.08% | -10.9% |
| Q2 2015 | $1,073,000 | -60.8% | 13,224 | -60.8% | 0.09% | -63.5% |
| Q1 2015 | $2,736,000 | -60.7% | 33,703 | -62.1% | 0.25% | -62.8% |
| Q4 2014 | $6,960,000 | -10.6% | 88,842 | -14.7% | 0.68% | +14.2% |
| Q3 2014 | $7,784,000 | +7.9% | 104,179 | +7.5% | 0.59% | -26.7% |
| Q2 2014 | $7,211,000 | -16.4% | 96,884 | -20.3% | 0.81% | -31.7% |
| Q1 2014 | $8,630,000 | +2.4% | 121,489 | +1.7% | 1.18% | -5.1% |
| Q4 2013 | $8,430,000 | +12.1% | 119,407 | +2.0% | 1.25% | -7.0% |
| Q3 2013 | $7,518,000 | +8.9% | 117,090 | +1.0% | 1.34% | -6.9% |
| Q2 2013 | $6,901,000 | – | 115,957 | – | 1.44% | – |
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% |