ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 358 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,742,171 | -6.8% | 28,917 | -4.1% | 0.13% | -4.5% |
| Q2 2023 | $2,942,743 | -19.6% | 30,139 | -26.9% | 0.13% | -15.9% |
| Q1 2023 | $3,658,742 | +49.8% | 41,216 | +37.6% | 0.16% | +34.2% |
| Q4 2022 | $2,442,357 | +1.9% | 29,960 | +0.2% | 0.12% | -14.6% |
| Q3 2022 | $2,397,000 | +17.7% | 29,897 | +22.8% | 0.14% | +11.4% |
| Q2 2022 | $2,037,000 | -23.0% | 24,340 | -2.8% | 0.12% | -23.6% |
| Q1 2022 | $2,647,000 | -12.1% | 25,051 | -3.8% | 0.16% | -10.6% |
| Q4 2021 | $3,013,000 | +13.9% | 26,054 | +0.8% | 0.18% | +4.0% |
| Q3 2021 | $2,646,000 | +1.6% | 25,840 | +0.2% | 0.17% | -0.6% |
| Q2 2021 | $2,604,000 | +14.2% | 25,786 | +2.7% | 0.17% | +5.5% |
| Q1 2021 | $2,280,000 | -3.2% | 25,109 | -5.4% | 0.16% | -21.1% |
| Q4 2020 | $2,355,000 | +13.4% | 26,551 | +2.3% | 0.21% | -8.3% |
| Q3 2020 | $2,076,000 | +20.0% | 25,952 | +7.8% | 0.23% | +5.6% |
| Q2 2020 | $1,730,000 | +106.2% | 24,066 | +63.7% | 0.22% | +75.6% |
| Q1 2020 | $839,000 | -23.4% | 14,697 | -9.3% | 0.12% | -11.5% |
| Q4 2019 | $1,096,000 | +24.0% | 16,210 | +15.3% | 0.14% | +8.6% |
| Q3 2019 | $884,000 | -4.1% | 14,061 | -4.4% | 0.13% | -12.3% |
| Q2 2019 | $922,000 | +4.3% | 14,715 | +0.4% | 0.15% | -3.3% |
| Q1 2019 | $884,000 | +10.8% | 14,658 | -3.2% | 0.15% | -2.6% |
| Q4 2018 | $798,000 | -24.6% | 15,147 | -11.1% | 0.16% | -20.1% |
| Q3 2018 | $1,058,000 | +6.3% | 17,038 | -2.1% | 0.19% | -0.5% |
| Q2 2018 | $995,000 | +23.4% | 17,404 | +18.0% | 0.20% | +7.1% |
| Q1 2018 | $806,000 | +6.8% | 14,749 | +5.1% | 0.18% | -6.2% |
| Q4 2017 | $755,000 | +17.1% | 14,038 | +9.9% | 0.19% | +1.0% |
| Q3 2017 | $645,000 | – | 12,776 | – | 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% |