ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 425 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $482,608 | +9.8% | 4,636 | 0.0% | 0.06% | -3.5% |
| Q3 2023 | $439,632 | -11.9% | 4,636 | -9.3% | 0.06% | -10.9% |
| Q2 2023 | $499,038 | +10.0% | 5,111 | 0.0% | 0.06% | +3.2% |
| Q1 2023 | $453,703 | +5.3% | 5,111 | -3.3% | 0.06% | 0.0% |
| Q4 2022 | $430,915 | +1.7% | 5,286 | 0.0% | 0.06% | -6.1% |
| Q3 2022 | $423,831 | -5.4% | 5,286 | -1.2% | 0.07% | +1.5% |
| Q2 2022 | $447,879 | -20.8% | 5,351 | 0.0% | 0.06% | -8.5% |
| Q1 2022 | $565,387 | -11.9% | 5,351 | -3.6% | 0.07% | -11.2% |
| Q4 2021 | $641,918 | +6168.1% | 5,551 | +5451.0% | 0.08% | +7900.0% |
| Q3 2021 | $10,241 | +1.4% | 100 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $10,098 | +11.2% | 100 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $9,079 | +2.4% | 100 | 0.0% | 0.00% | -50.0% |
| Q4 2020 | $8,869 | +10.9% | 100 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $7,998 | +11.3% | 100 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $7,188 | +25.9% | 100 | 0.0% | 0.00% | +100.0% |
| Q1 2020 | $5,709 | -15.6% | 100 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $6,764 | -17.2% | 100 | -23.1% | 0.00% | -50.0% |
| Q3 2019 | $8,173 | +0.3% | 130 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $8,148 | +3.9% | 130 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $7,842 | +14.5% | 130 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $6,851 | -15.2% | 130 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $8,076 | +8.6% | 130 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $7,436 | +4.7% | 130 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $7,101 | +1.6% | 130 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $6,990 | +6.5% | 130 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $6,562 | +4.7% | 130 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $6,266 | -32.4% | 130 | -35.0% | 0.00% | -33.3% |
| Q1 2017 | $9,276 | +8.1% | 200 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $8,584 | +0.9% | 200 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $8,510 | +4.2% | 200 | +100.0% | 0.00% | 0.0% |
| Q2 2016 | $8,168 | +0.7% | 100 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $8,111 | – | 100 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| DOLIVER ADVISORS, LP | 497,864 | $57,667,000 | 18.02% |
| Madison Wealth Partners, Inc | 284,803 | $32,935,000 | 16.56% |
| Legacy Financial Group LLC | 335,565 | $37,550,000 | 16.14% |
| Financial Council, LLC | 106,646 | $12,333,000 | 14.74% |
| Tennessee Valley Asset Management Partners | 350,633 | $40,547,000 | 13.54% |
| ForthRight Wealth Management, LLC | 182,749 | $21,133,000 | 11.55% |
| Vantage Financial Partners, LLC | 251,397 | $29,072,000 | 11.38% |
| Mascoma Wealth Management LLC | 248,716 | $28,762,000 | 9.95% |
| Veracity Capital LLC | 196,948 | $22,775,000 | 9.14% |
| WJ Wealth Management, LLC | 127,037 | $14,689,000 | 8.78% |