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 | $275,007 | -2.9% | 2,900 | 0.0% | 0.07% | -1.4% |
| Q2 2023 | $283,156 | +10.0% | 2,900 | 0.0% | 0.07% | +6.1% |
| Q1 2023 | $257,433 | +8.9% | 2,900 | 0.0% | 0.07% | +8.2% |
| Q4 2022 | $236,408 | +1.5% | 2,900 | 0.0% | 0.06% | -7.6% |
| Q3 2022 | $233,000 | -4.1% | 2,900 | 0.0% | 0.07% | 0.0% |
| Q2 2022 | $243,000 | -20.6% | 2,900 | 0.0% | 0.07% | -10.8% |
| Q1 2022 | $306,000 | -8.7% | 2,900 | 0.0% | 0.07% | -3.9% |
| Q4 2021 | $335,000 | +12.8% | 2,900 | 0.0% | 0.08% | -9.4% |
| Q3 2021 | $297,000 | +1.4% | 2,900 | 0.0% | 0.08% | +2.4% |
| Q2 2021 | $293,000 | +11.4% | 2,900 | 0.0% | 0.08% | +6.4% |
| Q1 2021 | $263,000 | -35.5% | 2,900 | -37.0% | 0.08% | -43.1% |
| Q4 2020 | $408,000 | +10.9% | 4,600 | 0.0% | 0.14% | -2.8% |
| Q3 2020 | $368,000 | +8.9% | 4,600 | -2.1% | 0.14% | +3.7% |
| Q2 2020 | $338,000 | +23.4% | 4,700 | -2.1% | 0.14% | +5.4% |
| Q1 2020 | $274,000 | -15.7% | 4,800 | 0.0% | 0.13% | +4.0% |
| Q4 2019 | $325,000 | +7.6% | 4,800 | 0.0% | 0.12% | -0.8% |
| Q3 2019 | $302,000 | +0.3% | 4,800 | 0.0% | 0.12% | -0.8% |
| Q2 2019 | $301,000 | +3.8% | 4,800 | 0.0% | 0.13% | +0.8% |
| Q1 2019 | $290,000 | +14.6% | 4,800 | 0.0% | 0.12% | 0.0% |
| Q4 2018 | $253,000 | -18.6% | 4,800 | -4.0% | 0.12% | -8.1% |
| Q3 2018 | $311,000 | +8.7% | 5,000 | 0.0% | 0.14% | +1.5% |
| Q2 2018 | $286,000 | +0.7% | 5,000 | -3.8% | 0.13% | +0.8% |
| Q1 2018 | $284,000 | +1.4% | 5,200 | 0.0% | 0.13% | +3.9% |
| Q4 2017 | $280,000 | +6.9% | 5,200 | 0.0% | 0.13% | -4.5% |
| Q3 2017 | $262,000 | +4.4% | 5,200 | 0.0% | 0.13% | -1.5% |
| Q2 2017 | $251,000 | +4.1% | 5,200 | 0.0% | 0.14% | +0.7% |
| Q1 2017 | $241,000 | +8.1% | 5,200 | 0.0% | 0.14% | +3.1% |
| Q4 2016 | $223,000 | +0.9% | 5,200 | 0.0% | 0.13% | -4.4% |
| Q3 2016 | $221,000 | +4.2% | 5,200 | +100.0% | 0.14% | 0.0% |
| Q2 2016 | $212,000 | +0.5% | 2,600 | 0.0% | 0.14% | -4.9% |
| Q1 2016 | $211,000 | 0.0% | 2,600 | 0.0% | 0.14% | -23.4% |
| Q4 2015 | $211,000 | – | 2,600 | – | 0.19% | – |
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% |