ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 358 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $441,542 | +9.7% | 4,974 | +0.8% | 0.14% | +1.5% |
| Q4 2022 | $402,383 | +1.6% | 4,936 | 0.0% | 0.14% | -15.1% |
| Q3 2022 | $396,000 | -4.1% | 4,936 | 0.0% | 0.16% | +10.4% |
| Q2 2022 | $413,000 | -20.9% | 4,936 | 0.0% | 0.14% | -8.3% |
| Q1 2022 | $522,000 | -29.4% | 4,936 | -22.8% | 0.16% | -34.9% |
| Q4 2021 | $739,000 | +12.8% | 6,391 | 0.0% | 0.24% | +15.3% |
| Q3 2021 | $655,000 | -14.4% | 6,391 | -15.6% | 0.21% | -24.3% |
| Q2 2021 | $765,000 | +10.7% | 7,576 | -0.5% | 0.28% | +8.2% |
| Q1 2021 | $691,000 | +2.4% | 7,615 | 0.0% | 0.26% | +9.4% |
| Q4 2020 | $675,000 | +7.5% | 7,615 | -3.0% | 0.23% | -0.9% |
| Q3 2020 | $628,000 | +11.3% | 7,850 | 0.0% | 0.24% | +2.6% |
| Q2 2020 | $564,000 | +25.9% | 7,850 | 0.0% | 0.23% | +13.9% |
| Q1 2020 | $448,000 | -15.6% | 7,850 | 0.0% | 0.20% | -2.9% |
| Q4 2019 | $531,000 | +7.5% | 7,850 | 0.0% | 0.21% | +2.0% |
| Q3 2019 | $494,000 | -0.4% | 7,850 | -0.8% | 0.20% | -6.5% |
| Q2 2019 | $496,000 | +4.0% | 7,910 | 0.0% | 0.22% | +0.9% |
| Q1 2019 | $477,000 | +14.4% | 7,910 | 0.0% | 0.22% | +9.1% |
| Q4 2018 | $417,000 | -15.1% | 7,910 | 0.0% | 0.20% | -11.7% |
| Q3 2018 | $491,000 | +8.6% | 7,910 | 0.0% | 0.22% | +2.8% |
| Q2 2018 | $452,000 | +4.6% | 7,910 | 0.0% | 0.22% | -1.4% |
| Q1 2018 | $432,000 | +1.6% | 7,910 | 0.0% | 0.22% | -16.7% |
| Q4 2017 | $425,000 | +6.5% | 7,910 | 0.0% | 0.26% | +1.1% |
| Q3 2017 | $399,000 | +4.7% | 7,910 | 0.0% | 0.26% | -0.8% |
| Q2 2017 | $381,000 | +3.8% | 7,910 | 0.0% | 0.26% | -0.8% |
| Q1 2017 | $367,000 | +8.3% | 7,910 | 0.0% | 0.26% | -12.5% |
| Q4 2016 | $339,000 | +0.9% | 7,910 | 0.0% | 0.30% | -15.6% |
| Q3 2016 | $336,000 | +4.0% | 7,910 | +100.0% | 0.36% | +0.3% |
| Q2 2016 | $323,000 | +0.6% | 3,955 | 0.0% | 0.36% | +22.2% |
| Q1 2016 | $321,000 | 0.0% | 3,955 | 0.0% | 0.29% | +14.5% |
| Q4 2015 | $321,000 | +7.0% | 3,955 | 0.0% | 0.26% | -31.4% |
| Q3 2015 | $300,000 | -6.5% | 3,955 | 0.0% | 0.37% | +6.9% |
| Q2 2015 | $321,000 | 0.0% | 3,955 | 0.0% | 0.35% | +6.7% |
| Q1 2015 | $321,000 | +0.3% | 3,955 | 0.0% | 0.33% | -3.8% |
| Q4 2014 | $320,000 | – | 3,955 | – | 0.34% | – |
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% |