ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 545 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 7.60 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $483,926 | -2.9% | 5,103 | 0.0% | 0.04% | 0.0% |
| Q2 2023 | $498,266 | +10.0% | 5,103 | +0.0% | 0.04% | +4.7% |
| Q1 2023 | $452,859 | +7.2% | 5,101 | -1.5% | 0.04% | 0.0% |
| Q4 2022 | $422,276 | -99.9% | 5,180 | +0.0% | 0.04% | -6.5% |
| Q3 2022 | $415,174,000 | -4.2% | 5,178 | +0.1% | 0.05% | -4.2% |
| Q2 2022 | $433,206,000 | -20.8% | 5,175 | +0.0% | 0.05% | -7.7% |
| Q1 2022 | $546,700,000 | -23.9% | 5,174 | -16.7% | 0.05% | -22.4% |
| Q4 2021 | $718,791,000 | +12.9% | 6,215 | +0.0% | 0.07% | +11.7% |
| Q3 2021 | $636,474,000 | +1.4% | 6,214 | 0.0% | 0.06% | -1.6% |
| Q2 2021 | $627,489,000 | +15.1% | 6,214 | +3.5% | 0.06% | +8.9% |
| Q1 2021 | $544,946,000 | +13.1% | 6,002 | +10.5% | 0.06% | +3.7% |
| Q4 2020 | $481,619,000 | +10.9% | 5,430 | +0.0% | 0.05% | -1.8% |
| Q3 2020 | $434,216,000 | -6.1% | 5,429 | -15.6% | 0.06% | -12.7% |
| Q2 2020 | $462,448,000 | +19.0% | 6,433 | -5.5% | 0.06% | 0.0% |
| Q1 2020 | $388,460,000 | -16.3% | 6,804 | -8.1% | 0.06% | +10.5% |
| Q2 2019 | $464,071,000 | +3.9% | 7,403 | +0.0% | 0.06% | -5.0% |
| Q1 2019 | $446,472,000 | +20.2% | 7,401 | +23.8% | 0.06% | +17.6% |
| Q3 2018 | $371,289,000 | +3.9% | 5,976 | -4.4% | 0.05% | -1.9% |
| Q2 2018 | $357,373,000 | +104701.5% | 6,248 | 0.0% | 0.05% | -1.9% |
| Q1 2018 | $341,000 | -2.3% | 6,248 | -3.8% | 0.05% | -10.2% |
| Q4 2017 | $349,000 | +6.4% | 6,498 | +0.0% | 0.06% | 0.0% |
| Q3 2017 | $328,000 | +5.8% | 6,495 | +1.0% | 0.06% | 0.0% |
| Q2 2017 | $310,000 | +4.0% | 6,432 | +0.0% | 0.06% | +18.0% |
| Q1 2017 | $298,000 | +8.0% | 6,429 | +0.0% | 0.05% | -2.0% |
| Q4 2016 | $276,000 | +1.1% | 6,427 | +0.0% | 0.05% | -3.8% |
| Q3 2016 | $273,000 | +4.2% | 6,425 | +100.2% | 0.05% | +8.2% |
| Q2 2016 | $262,000 | +0.8% | 3,210 | 0.0% | 0.05% | -3.9% |
| Q1 2016 | $260,000 | 0.0% | 3,210 | +0.1% | 0.05% | -7.3% |
| Q4 2015 | $260,000 | +28.7% | 3,208 | +20.8% | 0.06% | +19.6% |
| Q3 2015 | $202,000 | -4.7% | 2,655 | +2.0% | 0.05% | -4.2% |
| Q2 2015 | $212,000 | -30.3% | 2,604 | -63.7% | 0.05% | -74.2% |
| Q1 2010 | $304,000 | +16.0% | 7,173 | +11.0% | 0.19% | +10.1% |
| Q4 2009 | $262,000 | +5.6% | 6,460 | -1.8% | 0.17% | +10.5% |
| Q3 2009 | $248,000 | – | 6,579 | – | 0.15% | – |
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% |