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 | $511,855 | -34.4% | 5,398 | -32.4% | 0.01% | -33.3% |
| Q2 2023 | $780,008 | +56.2% | 7,989 | +42.1% | 0.02% | +50.0% |
| Q1 2023 | $499,246 | +8.8% | 5,624 | -0.1% | 0.01% | 0.0% |
| Q4 2022 | $458,767 | +4.0% | 5,628 | +2.4% | 0.01% | -12.5% |
| Q3 2022 | $441,000 | -2.0% | 5,497 | +2.1% | 0.02% | +6.7% |
| Q2 2022 | $450,000 | -12.6% | 5,382 | +10.5% | 0.02% | 0.0% |
| Q1 2022 | $515,000 | -3.6% | 4,871 | +5.5% | 0.02% | 0.0% |
| Q4 2021 | $534,000 | +29.9% | 4,617 | +15.1% | 0.02% | +15.4% |
| Q3 2021 | $411,000 | +2.2% | 4,013 | +0.9% | 0.01% | 0.0% |
| Q2 2021 | $402,000 | -13.5% | 3,978 | -22.3% | 0.01% | -23.5% |
| Q1 2021 | $465,000 | +2.2% | 5,118 | -0.2% | 0.02% | -5.6% |
| Q4 2020 | $455,000 | +10.4% | 5,126 | -0.4% | 0.02% | -5.3% |
| Q3 2020 | $412,000 | +22.6% | 5,146 | +10.0% | 0.02% | +5.6% |
| Q2 2020 | $336,000 | +17.1% | 4,679 | -6.8% | 0.02% | -5.3% |
| Q1 2020 | $287,000 | -60.7% | 5,022 | -53.5% | 0.02% | -50.0% |
| Q4 2019 | $731,000 | +9.3% | 10,802 | +1.2% | 0.04% | -7.3% |
| Q3 2019 | $669,000 | 0.0% | 10,673 | 0.0% | 0.04% | 0.0% |
| Q2 2019 | $669,000 | +14.6% | 10,673 | +10.3% | 0.04% | 0.0% |
| Q1 2019 | $584,000 | +150.6% | 9,680 | +118.9% | 0.04% | +105.0% |
| Q4 2018 | $233,000 | -86.5% | 4,422 | -84.1% | 0.02% | -84.1% |
| Q3 2018 | $1,729,000 | +4.3% | 27,832 | +0.8% | 0.13% | 0.0% |
| Q2 2018 | $1,657,000 | +13.0% | 27,608 | +2.8% | 0.13% | +7.7% |
| Q1 2018 | $1,466,000 | -8.0% | 26,843 | -9.4% | 0.12% | -15.8% |
| Q4 2017 | $1,593,000 | +17.0% | 29,631 | +9.8% | 0.14% | -10.9% |
| Q3 2017 | $1,362,000 | +4.8% | 26,983 | +0.1% | 0.16% | -7.7% |
| Q2 2017 | $1,300,000 | +2400.0% | 26,962 | +2318.1% | 0.17% | +2012.5% |
| Q1 2017 | $52,000 | +33.3% | 1,115 | +20.2% | 0.01% | +14.3% |
| Q3 2016 | $39,000 | +2.6% | 928 | +100.4% | 0.01% | -22.2% |
| Q2 2016 | $38,000 | +123.5% | 463 | +118.4% | 0.01% | +80.0% |
| Q1 2016 | $17,000 | 0.0% | 212 | 0.0% | 0.01% | 0.0% |
| Q4 2015 | $17,000 | +6.2% | 212 | 0.0% | 0.01% | 0.0% |
| Q3 2015 | $16,000 | -11.1% | 212 | -1.4% | 0.01% | 0.0% |
| Q2 2015 | $18,000 | 0.0% | 215 | 0.0% | 0.01% | 0.0% |
| Q1 2015 | $18,000 | +80.0% | 215 | +73.4% | 0.01% | +66.7% |
| Q4 2014 | $10,000 | – | 124 | – | 0.00% | – |
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% |