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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,592,471 | -7.5% | 16,793 | -4.8% | 0.45% | -1.8% |
| Q2 2023 | $1,721,841 | +10.1% | 17,635 | +0.1% | 0.46% | +5.1% |
| Q1 2023 | $1,563,415 | +11.4% | 17,612 | +2.3% | 0.43% | +5.6% |
| Q4 2022 | $1,403,911 | +28.8% | 17,222 | +26.7% | 0.41% | +17.8% |
| Q3 2022 | $1,090,000 | -4.1% | 13,588 | 0.0% | 0.35% | +3.9% |
| Q2 2022 | $1,137,000 | -20.7% | 13,588 | +0.1% | 0.34% | -10.9% |
| Q1 2022 | $1,434,000 | -7.2% | 13,576 | +1.6% | 0.38% | -6.0% |
| Q4 2021 | $1,545,000 | +7.1% | 13,357 | +0.1% | 0.40% | +5.5% |
| Q3 2021 | $1,443,000 | +7.1% | 13,348 | +0.1% | 0.38% | +3.3% |
| Q2 2021 | $1,347,000 | +7.9% | 13,338 | -3.0% | 0.37% | +1.9% |
| Q1 2021 | $1,248,000 | +3.3% | 13,745 | 0.0% | 0.36% | 0.0% |
| Q4 2020 | $1,208,000 | +14.7% | 13,745 | +4.4% | 0.36% | -4.5% |
| Q3 2020 | $1,053,000 | +6.5% | 13,171 | -4.3% | 0.38% | +1.9% |
| Q2 2020 | $989,000 | +21.1% | 13,766 | -3.8% | 0.37% | +6.3% |
| Q1 2020 | $817,000 | -15.6% | 14,307 | 0.0% | 0.35% | +6.1% |
| Q4 2019 | $968,000 | +7.8% | 14,307 | +0.2% | 0.33% | +2.8% |
| Q3 2019 | $898,000 | +0.3% | 14,283 | 0.0% | 0.32% | +0.9% |
| Q2 2019 | $895,000 | +3.9% | 14,283 | +0.1% | 0.32% | +1.0% |
| Q1 2019 | $861,000 | +14.5% | 14,270 | +0.1% | 0.31% | +4.0% |
| Q4 2018 | $752,000 | -15.0% | 14,260 | +0.1% | 0.30% | -6.2% |
| Q3 2018 | $885,000 | +8.7% | 14,240 | +0.1% | 0.32% | +5.2% |
| Q2 2018 | $814,000 | +4.8% | 14,231 | 0.0% | 0.30% | +0.7% |
| Q1 2018 | $777,000 | -0.9% | 14,231 | -2.4% | 0.30% | -2.6% |
| Q4 2017 | $784,000 | +6.7% | 14,575 | +0.2% | 0.31% | +1.3% |
| Q3 2017 | $735,000 | +2.7% | 14,553 | -2.0% | 0.31% | -2.8% |
| Q2 2017 | $716,000 | +3.9% | 14,855 | 0.0% | 0.32% | -3.7% |
| Q1 2017 | $689,000 | +8.2% | 14,855 | +0.1% | 0.33% | +9.3% |
| Q4 2016 | $637,000 | -3.6% | 14,847 | -4.4% | 0.30% | -4.5% |
| Q3 2016 | $661,000 | +4.3% | 15,534 | +100.1% | 0.31% | -0.3% |
| Q2 2016 | $634,000 | +0.6% | 7,762 | 0.0% | 0.32% | -1.6% |
| Q1 2016 | $630,000 | -0.8% | 7,762 | -0.8% | 0.32% | -5.0% |
| Q4 2015 | $635,000 | +6.9% | 7,826 | +0.1% | 0.34% | +4.7% |
| Q3 2015 | $594,000 | -7.2% | 7,822 | -0.6% | 0.32% | -2.1% |
| Q2 2015 | $640,000 | +0.2% | 7,870 | +0.1% | 0.33% | +1.2% |
| Q1 2015 | $639,000 | -5.5% | 7,864 | -8.9% | 0.32% | -7.7% |
| Q4 2014 | $676,000 | – | 8,629 | – | 0.35% | – |
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% |