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 | $2,921,372 | -2.9% | 30,806 | 0.0% | 1.27% | +2.2% |
| Q2 2023 | $3,007,938 | +16.2% | 30,806 | +5.7% | 1.24% | +9.5% |
| Q1 2023 | $2,588,214 | +9.1% | 29,156 | +0.2% | 1.14% | +2.1% |
| Q4 2022 | $2,372,754 | +2.9% | 29,106 | +1.2% | 1.11% | -6.1% |
| Q3 2022 | $2,306,000 | -1.1% | 28,756 | +3.2% | 1.19% | +0.3% |
| Q2 2022 | $2,332,000 | -24.3% | 27,856 | -4.5% | 1.18% | -9.7% |
| Q1 2022 | $3,081,000 | -14.8% | 29,156 | -6.7% | 1.31% | -11.1% |
| Q4 2021 | $3,615,000 | +11.7% | 31,256 | -1.0% | 1.47% | +1.4% |
| Q3 2021 | $3,235,000 | +1.4% | 31,586 | 0.0% | 1.45% | +1.3% |
| Q2 2021 | $3,190,000 | +11.2% | 31,586 | 0.0% | 1.43% | +5.1% |
| Q1 2021 | $2,868,000 | +1.1% | 31,586 | -1.3% | 1.36% | -4.7% |
| Q4 2020 | $2,837,000 | +10.9% | 31,986 | 0.0% | 1.43% | -2.6% |
| Q3 2020 | $2,558,000 | +9.6% | 31,986 | -1.5% | 1.47% | +2.9% |
| Q2 2020 | $2,335,000 | +25.9% | 32,486 | 0.0% | 1.43% | +5.9% |
| Q1 2020 | $1,855,000 | -15.6% | 32,486 | 0.0% | 1.35% | +5.9% |
| Q4 2019 | $2,197,000 | +7.6% | 32,486 | 0.0% | 1.28% | +1.0% |
| Q3 2019 | $2,042,000 | -2.7% | 32,486 | -3.0% | 1.26% | -3.1% |
| Q2 2019 | $2,099,000 | +5.5% | 33,486 | +1.6% | 1.30% | +2.4% |
| Q1 2019 | $1,989,000 | +16.2% | 32,966 | +1.5% | 1.27% | -1.3% |
| Q4 2018 | $1,712,000 | -19.9% | 32,486 | -5.6% | 1.29% | +2.4% |
| Q3 2018 | $2,138,000 | +8.6% | 34,413 | 0.0% | 1.26% | +1.9% |
| Q2 2018 | $1,968,000 | +4.7% | 34,413 | 0.0% | 1.24% | +3.3% |
| Q1 2018 | $1,880,000 | -3.3% | 34,413 | -4.8% | 1.20% | +0.4% |
| Q4 2017 | $1,944,000 | +6.5% | 36,146 | 0.0% | 1.19% | +5.4% |
| Q3 2017 | $1,825,000 | +3.8% | 36,146 | -1.0% | 1.13% | -0.2% |
| Q2 2017 | $1,759,000 | +3.9% | 36,496 | 0.0% | 1.13% | +3.1% |
| Q1 2017 | $1,693,000 | +8.1% | 36,496 | 0.0% | 1.10% | +8.8% |
| Q4 2016 | $1,566,000 | +0.8% | 36,496 | 0.0% | 1.01% | -2.2% |
| Q3 2016 | $1,553,000 | -8.4% | 36,496 | +75.9% | 1.03% | -8.3% |
| Q2 2016 | $1,695,000 | +0.7% | 20,750 | 0.0% | 1.12% | +1.5% |
| Q1 2016 | $1,683,000 | -7.7% | 20,750 | -7.6% | 1.11% | -12.5% |
| Q4 2015 | $1,823,000 | +2.4% | 22,450 | -4.3% | 1.27% | +0.7% |
| Q3 2015 | $1,781,000 | -6.6% | 23,450 | 0.0% | 1.26% | +3.3% |
| Q2 2015 | $1,907,000 | -18.4% | 23,450 | -18.4% | 1.22% | -18.3% |
| Q1 2015 | $2,336,000 | +3.7% | 28,750 | 0.0% | 1.49% | +1.5% |
| Q4 2014 | $2,252,000 | – | 28,750 | – | 1.47% | – |
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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% |