ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 468 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.29 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $51,261 | +10.0% | 525 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $46,604 | +8.9% | 525 | 0.0% | 0.00% | +50.0% |
| Q4 2022 | $42,798 | +1.9% | 525 | 0.0% | 0.00% | -33.3% |
| Q3 2022 | $42,000 | -4.5% | 525 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $44,000 | -20.0% | 525 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $55,000 | -9.8% | 525 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $61,000 | -99.9% | 525 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $53,765,000 | +1.4% | 525 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $53,015,000 | -77.5% | 525 | -79.8% | 0.00% | -78.6% |
| Q1 2021 | $236,054,000 | +51104.8% | 2,600 | -50.0% | 0.01% | -51.7% |
| Q4 2020 | $461,000 | -99.9% | 5,200 | 0.0% | 0.03% | -46.3% |
| Q3 2020 | $415,896,000 | +11.2% | 5,200 | -0.6% | 0.05% | +3.8% |
| Q2 2020 | $374,149,000 | +26.0% | 5,231 | +0.6% | 0.05% | -1.9% |
| Q1 2020 | $296,868,000 | -15.6% | 5,200 | 0.0% | 0.05% | +15.2% |
| Q4 2019 | $351,728,000 | +107792.0% | 5,200 | 0.0% | 0.05% | -4.2% |
| Q3 2019 | $326,000 | -99.9% | 5,200 | 0.0% | 0.05% | -4.0% |
| Q2 2019 | $325,936,000 | +3.9% | 5,200 | 0.0% | 0.05% | -3.8% |
| Q1 2019 | $313,664,000 | +114375.9% | 5,200 | 0.0% | 0.05% | -3.7% |
| Q4 2018 | $274,000 | -15.2% | 5,200 | 0.0% | 0.05% | -14.3% |
| Q3 2018 | $323,000 | +8.8% | 5,200 | 0.0% | 0.06% | -43.2% |
| Q2 2018 | $297,000 | +4.6% | 5,200 | 0.0% | 0.11% | -5.9% |
| Q1 2018 | $284,000 | +1.4% | 5,200 | 0.0% | 0.12% | -1.7% |
| Q4 2017 | $280,000 | +6.9% | 5,200 | 0.0% | 0.12% | -9.1% |
| Q3 2017 | $262,000 | +4.4% | 5,200 | 0.0% | 0.13% | +1.5% |
| Q2 2017 | $251,000 | +4.1% | 5,200 | 0.0% | 0.13% | 0.0% |
| Q1 2017 | $241,000 | +8.1% | 5,200 | 0.0% | 0.13% | -11.0% |
| Q4 2016 | $223,000 | +0.9% | 5,200 | 0.0% | 0.15% | -4.6% |
| Q3 2016 | $221,000 | +4.2% | 5,200 | +100.0% | 0.15% | +7.0% |
| Q2 2016 | $212,000 | +0.5% | 2,600 | 0.0% | 0.14% | -13.3% |
| Q1 2016 | $211,000 | 0.0% | 2,600 | 0.0% | 0.16% | -7.3% |
| Q4 2015 | $211,000 | 0.0% | 2,600 | 0.0% | 0.18% | +1.7% |
| Q2 2015 | $211,000 | 0.0% | 2,600 | 0.0% | 0.18% | +0.6% |
| Q1 2015 | $211,000 | +3.4% | 2,600 | 0.0% | 0.17% | -4.4% |
| Q4 2014 | $204,000 | – | 2,600 | – | 0.18% | – |
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% |