ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 457 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.60 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $629,505 | +7.5% | 4,938 | -1.2% | 0.07% | +6.0% |
| Q1 2024 | $585,662 | +12.6% | 4,997 | +0.0% | 0.07% | +1.5% |
| Q4 2023 | $520,051 | -0.2% | 4,996 | -9.1% | 0.07% | -8.3% |
| Q3 2023 | $521,214 | -14.1% | 5,496 | -11.6% | 0.07% | -20.0% |
| Q2 2023 | $606,804 | +9.9% | 6,215 | -0.1% | 0.09% | +9.8% |
| Q1 2023 | $552,139 | +9.0% | 6,220 | +0.1% | 0.08% | +5.1% |
| Q4 2022 | $506,672 | -7.7% | 6,215 | -9.3% | 0.08% | -6.0% |
| Q3 2022 | $549,000 | -6.5% | 6,856 | -2.3% | 0.08% | -2.4% |
| Q2 2022 | $587,000 | -13.8% | 7,018 | +0.0% | 0.08% | -11.5% |
| Q1 2022 | $681,000 | -40.9% | 7,017 | -29.6% | 0.10% | -41.5% |
| Q4 2021 | $1,152,000 | +10.9% | 9,967 | -1.8% | 0.16% | +8.6% |
| Q3 2021 | $1,039,000 | +1.2% | 10,148 | -0.3% | 0.15% | -1.3% |
| Q2 2021 | $1,027,000 | +3.2% | 10,176 | -7.2% | 0.15% | -5.0% |
| Q1 2021 | $995,000 | -48.7% | 10,961 | -49.8% | 0.16% | -50.5% |
| Q4 2020 | $1,938,000 | -85.5% | 21,853 | -86.9% | 0.32% | -85.8% |
| Q3 2020 | $13,373,000 | -2.6% | 167,215 | -12.4% | 2.28% | -9.0% |
| Q2 2020 | $13,723,000 | +5.0% | 190,923 | -16.6% | 2.51% | -9.8% |
| Q1 2020 | $13,072,000 | -8.3% | 228,980 | +8.6% | 2.78% | +27.3% |
| Q4 2019 | $14,262,000 | +18.1% | 210,864 | +9.8% | 2.19% | +4.8% |
| Q3 2019 | $12,079,000 | -0.2% | 192,129 | -0.5% | 2.09% | +1.2% |
| Q2 2019 | $12,104,000 | +24.2% | 193,115 | +19.5% | 2.06% | +11.0% |
| Q1 2019 | $9,743,000 | +14.4% | 161,536 | -0.0% | 1.86% | +23.6% |
| Q4 2018 | $8,515,000 | -99.9% | 161,578 | -2.0% | 1.50% | +3.9% |
| Q3 2018 | $10,272,569,000 | +123770.4% | 164,886 | +14.1% | 1.45% | +11.1% |
| Q2 2018 | $8,293,000 | +8.2% | 144,571 | +3.0% | 1.30% | -1.2% |
| Q1 2018 | $7,668,000 | -0.4% | 140,395 | -2.0% | 1.32% | -1.3% |
| Q4 2017 | $7,699,000 | +29.3% | 143,190 | +21.4% | 1.33% | -0.6% |
| Q3 2017 | $5,955,000 | +11.8% | 117,981 | +6.7% | 1.34% | +8.7% |
| Q2 2017 | $5,328,000 | +3.8% | 110,546 | -0.3% | 1.24% | +5.2% |
| Q1 2017 | $5,131,000 | +7.8% | 110,884 | +3.2% | 1.17% | +1.0% |
| Q4 2016 | $4,758,000 | +14.4% | 107,396 | +7.8% | 1.16% | -12.8% |
| Q3 2016 | $4,159,000 | +15.6% | 99,631 | +126.1% | 1.33% | +10.7% |
| Q2 2016 | $3,599,000 | +52.8% | 44,073 | +51.7% | 1.20% | +31.4% |
| Q1 2016 | $2,356,000 | +22.2% | 29,049 | +22.3% | 0.92% | +8.0% |
| Q4 2015 | $1,928,000 | – | 23,751 | – | 0.85% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| DOLIVER ADVISORS, LP | 605,472 | $71,549,000 | 23.74% |
| Tennessee Valley Asset Management Partners | 329,871 | $33,000 | 15.64% |
| Madison Wealth Partners, Inc | 262,585 | $26,516,000 | 15.18% |
| Legacy Financial Group LLC | 453,289 | $45,773,000 | 13.82% |
| ForthRight Wealth Management, LLC | 185,777 | $18,760,000 | 11.90% |
| Mascoma Wealth Management LLC | 241,697 | $24,407,000 | 10.43% |
| IRONWOOD WEALTH MANAGEMENT, INC. | 128,778 | $13,004,000 | 9.33% |
| Petix & Botte Co | 93,854 | $9,477,000 | 6.61% |
| Elevation Capital Advisory, LLC | 95,991 | $9,694,000 | 5.44% |
| Advanced Asset Management Advisors Inc | 239,600 | $24,195,000 | 5.12% |