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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $121,382 | -2.9% | 1,280 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $124,979 | +10.0% | 1,280 | 0.0% | 0.02% | +5.3% |
| Q1 2023 | $113,626 | -62.7% | 1,280 | -65.8% | 0.02% | -62.7% |
| Q4 2022 | $304,803 | +1.6% | 3,739 | 0.0% | 0.05% | -3.8% |
| Q3 2022 | $300,000 | -4.2% | 3,739 | 0.0% | 0.05% | -1.9% |
| Q2 2022 | $313,000 | -20.8% | 3,739 | 0.0% | 0.05% | -12.9% |
| Q1 2022 | $395,000 | -8.6% | 3,739 | 0.0% | 0.06% | -7.5% |
| Q4 2021 | $432,000 | +12.8% | 3,739 | 0.0% | 0.07% | +9.8% |
| Q3 2021 | $383,000 | -0.8% | 3,739 | -2.1% | 0.06% | -4.7% |
| Q2 2021 | $386,000 | +7.2% | 3,821 | -3.6% | 0.06% | -8.6% |
| Q1 2021 | $360,000 | +9.4% | 3,965 | +6.8% | 0.07% | +1.4% |
| Q4 2020 | $329,000 | -22.8% | 3,714 | -30.3% | 0.07% | -30.3% |
| Q3 2020 | $426,000 | +9.0% | 5,329 | -2.0% | 0.10% | +22.2% |
| Q2 2020 | $391,000 | -0.3% | 5,437 | -20.9% | 0.08% | -10.0% |
| Q1 2020 | $392,000 | -15.7% | 6,870 | 0.0% | 0.09% | -8.2% |
| Q4 2019 | $465,000 | +7.6% | 6,870 | 0.0% | 0.10% | +3.2% |
| Q3 2019 | $432,000 | +7.7% | 6,870 | +7.4% | 0.10% | +9.2% |
| Q2 2019 | $401,000 | -2.2% | 6,399 | -6.0% | 0.09% | +1.2% |
| Q1 2019 | $410,000 | +14.2% | 6,805 | 0.0% | 0.09% | +7.5% |
| Q4 2018 | $359,000 | -15.1% | 6,805 | 0.0% | 0.08% | -4.8% |
| Q3 2018 | $423,000 | +28.2% | 6,805 | +18.1% | 0.08% | +21.7% |
| Q2 2018 | $330,000 | +547.1% | 5,764 | +521.8% | 0.07% | +527.3% |
| Q1 2018 | $51,000 | – | 927 | – | 0.01% | – |
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% |