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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,537,534 | -4.7% | 16,214 | -1.9% | 0.03% | -3.6% |
| Q2 2023 | $1,614,046 | +6.3% | 16,531 | -3.4% | 0.03% | -17.6% |
| Q1 2023 | $1,518,403 | +1.4% | 17,105 | -6.9% | 0.03% | -8.1% |
| Q4 2022 | $1,497,661 | -16.7% | 18,372 | -18.1% | 0.04% | -35.1% |
| Q3 2022 | $1,798,000 | -7.0% | 22,430 | -2.8% | 0.06% | +3.6% |
| Q2 2022 | $1,933,000 | -26.5% | 23,088 | -7.3% | 0.06% | -16.7% |
| Q1 2022 | $2,631,000 | +5.4% | 24,898 | +15.4% | 0.07% | -2.9% |
| Q4 2021 | $2,496,000 | +9.6% | 21,583 | -4.3% | 0.07% | -18.1% |
| Q2 2021 | $2,278,000 | +79.4% | 22,558 | +61.3% | 0.08% | +56.6% |
| Q1 2021 | $1,270,000 | +7.1% | 13,985 | +4.6% | 0.05% | -1.9% |
| Q4 2020 | $1,186,000 | +70.4% | 13,370 | +53.7% | 0.05% | +45.9% |
| Q3 2020 | $696,000 | +132.0% | 8,696 | +108.3% | 0.04% | +105.6% |
| Q2 2020 | $300,000 | +15.8% | 4,174 | -8.1% | 0.02% | -5.3% |
| Q1 2020 | $259,000 | +2.8% | 4,544 | +21.8% | 0.02% | +18.8% |
| Q4 2019 | $252,000 | +22.3% | 3,731 | +13.6% | 0.02% | +6.7% |
| Q3 2019 | $206,000 | – | 3,284 | – | 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% |