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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $336,000 | +12.8% | 2,905 | 0.0% | 0.08% | +3.7% |
| Q3 2021 | $298,000 | +1.7% | 2,905 | 0.0% | 0.08% | -1.2% |
| Q2 2021 | $293,000 | +11.0% | 2,905 | 0.0% | 0.08% | +5.1% |
| Q1 2021 | $264,000 | +2.3% | 2,905 | 0.0% | 0.08% | -3.7% |
| Q4 2020 | $258,000 | +11.2% | 2,905 | 0.0% | 0.08% | -5.8% |
| Q3 2020 | $232,000 | +11.0% | 2,905 | 0.0% | 0.09% | +8.9% |
| Q2 2020 | $209,000 | -24.3% | 2,905 | -28.9% | 0.08% | +9.7% |
| Q4 2019 | $276,000 | +7.4% | 4,085 | 0.0% | 0.07% | -2.7% |
| Q3 2019 | $257,000 | +0.4% | 4,085 | 0.0% | 0.07% | -14.9% |
| Q2 2019 | $256,000 | +4.1% | 4,085 | 0.0% | 0.09% | +3.6% |
| Q1 2019 | $246,000 | -97.4% | 4,085 | -97.7% | 0.08% | -97.6% |
| Q4 2018 | $9,341,000 | -32.6% | 177,244 | -20.6% | 3.54% | -25.1% |
| Q3 2018 | $13,862,000 | +9.3% | 223,146 | +0.7% | 4.73% | +4.3% |
| Q2 2018 | $12,679,000 | +9.1% | 221,655 | +4.1% | 4.54% | -0.5% |
| Q1 2018 | $11,625,000 | +1.6% | 212,841 | +0.0% | 4.56% | +2.7% |
| Q4 2017 | $11,443,000 | +8.9% | 212,810 | +2.2% | 4.44% | +3.2% |
| Q3 2017 | $10,508,000 | +9.3% | 208,159 | +4.4% | 4.30% | +1.9% |
| Q2 2017 | $9,610,000 | +5.3% | 199,385 | +1.3% | 4.22% | +3.0% |
| Q1 2017 | $9,130,000 | +10.9% | 196,845 | +2.7% | 4.10% | +5.7% |
| Q4 2016 | $8,229,000 | +0.3% | 191,728 | -0.5% | 3.88% | +0.1% |
| Q3 2016 | $8,201,000 | +3.1% | 192,732 | +98.0% | 3.87% | -1.2% |
| Q2 2016 | $7,951,000 | -0.4% | 97,341 | -1.1% | 3.92% | +0.4% |
| Q1 2016 | $7,980,000 | +4.6% | 98,382 | +4.7% | 3.91% | +4.6% |
| Q4 2015 | $7,631,000 | +6.0% | 93,997 | -0.9% | 3.74% | +4.5% |
| Q3 2015 | $7,202,000 | -2.8% | 94,830 | +4.0% | 3.58% | +1.3% |
| Q2 2015 | $7,412,000 | +3.9% | 91,150 | +3.8% | 3.53% | +5.3% |
| Q1 2015 | $7,137,000 | +7.5% | 87,837 | +3.6% | 3.35% | +9.7% |
| Q4 2014 | $6,639,000 | +6.4% | 84,747 | +1.5% | 3.06% | -1.0% |
| Q3 2014 | $6,240,000 | -0.7% | 83,522 | -1.1% | 3.09% | -0.9% |
| Q2 2014 | $6,283,000 | +6.9% | 84,442 | +2.1% | 3.11% | +7.6% |
| Q1 2014 | $5,875,000 | +1.8% | 82,702 | +1.2% | 2.89% | -7.4% |
| Q4 2013 | $5,770,000 | +9.9% | 81,743 | -0.0% | 3.12% | +6.7% |
| Q3 2013 | $5,250,000 | +11.3% | 81,768 | +3.2% | 2.93% | +4.3% |
| Q2 2013 | $4,717,000 | – | 79,231 | – | 2.80% | – |
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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% |