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 | $879,847 | +2.6% | 9,278 | +5.6% | 0.03% | +3.6% |
| Q2 2023 | $857,535 | +11.4% | 8,782 | +1.3% | 0.03% | +7.7% |
| Q1 2023 | $769,923 | +348.5% | 8,673 | +312.0% | 0.03% | +271.4% |
| Q4 2022 | $171,680 | -33.5% | 2,105 | -34.6% | 0.01% | -41.7% |
| Q3 2022 | $258,000 | +66.5% | 3,218 | +73.7% | 0.01% | +71.4% |
| Q2 2022 | $155,000 | -52.0% | 1,853 | -38.5% | 0.01% | -46.2% |
| Q1 2022 | $323,000 | -3.0% | 3,012 | +4.6% | 0.01% | +8.3% |
| Q4 2021 | $333,000 | +19.4% | 2,880 | +5.7% | 0.01% | +9.1% |
| Q3 2021 | $279,000 | +21.3% | 2,724 | +19.8% | 0.01% | +10.0% |
| Q2 2021 | $230,000 | +27.1% | 2,273 | +14.2% | 0.01% | +11.1% |
| Q1 2021 | $181,000 | +132.1% | 1,990 | +125.1% | 0.01% | +125.0% |
| Q4 2020 | $78,000 | +32.2% | 884 | +20.6% | 0.00% | 0.0% |
| Q3 2020 | $59,000 | +13.5% | 733 | +0.4% | 0.00% | +33.3% |
| Q2 2020 | $52,000 | +26.8% | 730 | +0.1% | 0.00% | 0.0% |
| Q1 2020 | $41,000 | -16.3% | 729 | +0.1% | 0.00% | -25.0% |
| Q4 2019 | $49,000 | +6.5% | 728 | +0.4% | 0.00% | 0.0% |
| Q3 2019 | $46,000 | -45.2% | 725 | -45.8% | 0.00% | -50.0% |
| Q2 2019 | $84,000 | +3.7% | 1,338 | +0.2% | 0.01% | -11.1% |
| Q1 2019 | $81,000 | +15.7% | 1,335 | +0.2% | 0.01% | -10.0% |
| Q4 2018 | $70,000 | +59.1% | 1,333 | +86.4% | 0.01% | +100.0% |
| Q3 2018 | $44,000 | +10.0% | 715 | +0.3% | 0.01% | -16.7% |
| Q2 2018 | $40,000 | 0.0% | 713 | -3.8% | 0.01% | 0.0% |
| Q1 2018 | $40,000 | -38.5% | 741 | -38.4% | 0.01% | -45.5% |
| Q4 2017 | $65,000 | +3.2% | 1,202 | +0.1% | 0.01% | 0.0% |
| Q3 2017 | $63,000 | +6.8% | 1,201 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $59,000 | -48.2% | 1,201 | -50.0% | 0.01% | 0.0% |
| Q1 2017 | $114,000 | -31.7% | 2,400 | -38.3% | 0.01% | -71.8% |
| Q4 2016 | $167,000 | – | 3,888 | – | 0.04% | – |
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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% |