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 | $24,467,163 | -0.7% | 258,011 | +2.2% | 0.15% | -9.9% |
| Q2 2023 | $24,650,465 | +12.9% | 252,463 | +2.6% | 0.17% | +6.2% |
| Q1 2023 | $21,834,868 | +25.1% | 245,971 | +14.9% | 0.16% | +14.2% |
| Q4 2022 | $17,455,990 | +17.0% | 214,131 | +15.1% | 0.14% | -23.8% |
| Q3 2022 | $14,918,000 | +5.1% | 186,057 | +9.7% | 0.18% | +1.6% |
| Q2 2022 | $14,200,000 | -16.9% | 169,660 | +4.9% | 0.18% | -12.1% |
| Q1 2022 | $17,089,000 | -15.9% | 161,736 | -8.0% | 0.21% | -16.9% |
| Q4 2021 | $20,329,000 | +14.5% | 175,796 | +1.4% | 0.25% | +3.8% |
| Q3 2021 | $17,753,000 | +11.2% | 173,348 | +9.7% | 0.24% | +6.7% |
| Q2 2021 | $15,960,000 | +20.4% | 158,049 | +8.2% | 0.22% | -19.9% |
| Q1 2021 | $13,256,000 | +2.9% | 146,006 | +0.5% | 0.28% | -5.7% |
| Q4 2020 | $12,881,000 | +24.8% | 145,233 | +12.5% | 0.30% | +10.8% |
| Q3 2020 | $10,325,000 | +9.6% | 129,092 | -1.5% | 0.27% | +7.2% |
| Q2 2020 | $9,422,000 | +40.7% | 131,084 | +11.7% | 0.25% | +13.6% |
| Q1 2020 | $6,698,000 | -12.4% | 117,329 | +3.8% | 0.22% | +7.8% |
| Q4 2019 | $7,644,000 | +33.6% | 113,012 | +24.3% | 0.20% | +18.5% |
| Q3 2019 | $5,720,000 | +5.7% | 90,936 | +5.4% | 0.17% | +4.2% |
| Q2 2019 | $5,409,000 | +18.1% | 86,305 | +13.8% | 0.17% | +11.4% |
| Q1 2019 | $4,580,000 | +40.5% | 75,809 | +22.5% | 0.15% | +18.3% |
| Q4 2018 | $3,259,000 | -11.3% | 61,860 | +4.6% | 0.13% | -1.6% |
| Q3 2018 | $3,674,000 | +42.2% | 59,166 | +30.9% | 0.13% | -0.8% |
| Q2 2018 | $2,583,000 | +4.6% | 45,195 | -0.2% | 0.13% | +18.3% |
| Q1 2018 | $2,470,000 | +18.5% | 45,282 | +17.0% | 0.11% | +25.3% |
| Q4 2017 | $2,084,000 | +26.4% | 38,705 | +18.4% | 0.09% | +16.0% |
| Q3 2017 | $1,649,000 | +29.1% | 32,697 | +23.5% | 0.08% | +25.0% |
| Q2 2017 | $1,277,000 | +92.9% | 26,481 | +86.3% | 0.06% | +87.5% |
| Q1 2017 | $662,000 | +19.9% | 14,214 | +11.1% | 0.03% | +10.3% |
| Q4 2016 | $552,000 | -1.8% | 12,794 | -3.2% | 0.03% | +38.1% |
| Q3 2016 | $562,000 | -17.4% | 13,213 | +59.1% | 0.02% | -47.5% |
| Q2 2016 | $680,000 | +51.8% | 8,304 | +50.3% | 0.04% | +42.9% |
| Q1 2016 | $448,000 | +64.1% | 5,524 | +64.7% | 0.03% | +64.7% |
| Q4 2015 | $273,000 | +4.2% | 3,353 | -2.6% | 0.02% | -5.6% |
| Q3 2015 | $262,000 | 0.0% | 3,441 | +6.9% | 0.02% | +5.9% |
| Q2 2015 | $262,000 | 0.0% | 3,220 | 0.0% | 0.02% | 0.0% |
| Q1 2015 | $262,000 | +10.5% | 3,220 | +6.6% | 0.02% | 0.0% |
| Q4 2014 | $237,000 | +5.3% | 3,020 | 0.0% | 0.02% | +13.3% |
| Q3 2014 | $225,000 | 0.0% | 3,020 | 0.0% | 0.02% | 0.0% |
| Q2 2014 | $225,000 | +4.7% | 3,020 | 0.0% | 0.02% | 0.0% |
| Q1 2014 | $215,000 | +5.9% | 3,020 | +4.9% | 0.02% | -6.2% |
| Q4 2013 | $203,000 | – | 2,880 | – | 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% |