ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 425 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $423,145 | -2.9% | 4,462 | 0.0% | 0.13% | +2.4% |
| Q2 2023 | $435,684 | +10.0% | 4,462 | 0.0% | 0.12% | +5.1% |
| Q1 2023 | $396,096 | -10.0% | 4,462 | -17.4% | 0.12% | -13.9% |
| Q4 2022 | $440,199 | +24.4% | 5,400 | +22.2% | 0.14% | +18.1% |
| Q3 2022 | $354,000 | -4.3% | 4,420 | 0.0% | 0.12% | +0.9% |
| Q2 2022 | $370,000 | -20.8% | 4,420 | 0.0% | 0.12% | -8.0% |
| Q1 2022 | $467,000 | -17.9% | 4,420 | -10.2% | 0.12% | -13.8% |
| Q4 2021 | $569,000 | +12.9% | 4,920 | 0.0% | 0.14% | +5.8% |
| Q3 2021 | $504,000 | +1.4% | 4,920 | 0.0% | 0.14% | +2.2% |
| Q2 2021 | $497,000 | +6.9% | 4,920 | -3.9% | 0.13% | 0.0% |
| Q1 2021 | $465,000 | -8.3% | 5,120 | -10.5% | 0.13% | -8.8% |
| Q4 2020 | $507,000 | +23.4% | 5,720 | 0.0% | 0.15% | -3.9% |
| Q2 2020 | $411,000 | +25.7% | 5,720 | 0.0% | 0.15% | +17.7% |
| Q1 2020 | $327,000 | -22.3% | 5,720 | -8.0% | 0.13% | +10.2% |
| Q4 2019 | $421,000 | +7.7% | 6,220 | 0.0% | 0.12% | -2.5% |
| Q3 2019 | $391,000 | +0.3% | 6,220 | 0.0% | 0.12% | -4.0% |
| Q2 2019 | $390,000 | +4.0% | 6,220 | 0.0% | 0.13% | -1.6% |
| Q1 2019 | $375,000 | +14.3% | 6,220 | 0.0% | 0.13% | +0.8% |
| Q4 2018 | $328,000 | -15.0% | 6,220 | 0.0% | 0.13% | -2.3% |
| Q3 2018 | $386,000 | +8.4% | 6,220 | 0.0% | 0.13% | +6.6% |
| Q2 2018 | $356,000 | -9.2% | 6,220 | -13.2% | 0.12% | -12.9% |
| Q1 2018 | $392,000 | +1.6% | 7,170 | 0.0% | 0.14% | +2.2% |
| Q4 2017 | $386,000 | +6.6% | 7,170 | 0.0% | 0.14% | +0.7% |
| Q3 2017 | $362,000 | +4.6% | 7,170 | 0.0% | 0.14% | +0.7% |
| Q2 2017 | $346,000 | +3.9% | 7,170 | 0.0% | 0.14% | -6.2% |
| Q1 2017 | $333,000 | -13.5% | 7,170 | -20.1% | 0.14% | -18.6% |
| Q4 2016 | $385,000 | +0.8% | 8,974 | 0.0% | 0.18% | +24.6% |
| Q3 2016 | $382,000 | +4.9% | 8,974 | +100.0% | 0.14% | +37.9% |
| Q2 2016 | $364,000 | 0.0% | 4,487 | 0.0% | 0.10% | -18.3% |
| Q1 2016 | $364,000 | 0.0% | 4,487 | 0.0% | 0.13% | +22.3% |
| Q4 2015 | $364,000 | – | 4,487 | – | 0.10% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| DOLIVER ADVISORS, LP | 497,864 | $57,667,000 | 18.02% |
| Madison Wealth Partners, Inc | 284,803 | $32,935,000 | 16.56% |
| Legacy Financial Group LLC | 335,565 | $37,550,000 | 16.14% |
| Financial Council, LLC | 106,646 | $12,333,000 | 14.74% |
| Tennessee Valley Asset Management Partners | 350,633 | $40,547,000 | 13.54% |
| ForthRight Wealth Management, LLC | 182,749 | $21,133,000 | 11.55% |
| Vantage Financial Partners, LLC | 251,397 | $29,072,000 | 11.38% |
| Mascoma Wealth Management LLC | 248,716 | $28,762,000 | 9.95% |
| Veracity Capital LLC | 196,948 | $22,775,000 | 9.14% |
| WJ Wealth Management, LLC | 127,037 | $14,689,000 | 8.78% |