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 | $732,154 | -7.8% | 7,721 | -5.1% | 0.06% | -7.6% |
| Q2 2023 | $794,190 | -20.5% | 8,134 | -27.7% | 0.07% | -29.8% |
| Q1 2023 | $998,546 | -18.3% | 11,249 | -25.0% | 0.09% | -24.8% |
| Q4 2022 | $1,222,783 | -14.8% | 15,000 | -16.2% | 0.12% | -24.7% |
| Q3 2022 | $1,435,000 | -23.7% | 17,892 | -20.4% | 0.17% | -21.3% |
| Q2 2022 | $1,881,000 | -32.7% | 22,471 | -15.0% | 0.21% | -21.6% |
| Q1 2022 | $2,794,000 | -38.8% | 26,447 | -33.0% | 0.27% | -37.7% |
| Q4 2021 | $4,563,000 | +12.4% | 39,457 | -1.8% | 0.43% | -0.9% |
| Q3 2021 | $4,058,000 | 0.0% | 40,190 | 0.0% | 0.44% | +0.2% |
| Q2 2021 | $4,058,000 | +23.0% | 40,190 | +10.6% | 0.44% | +16.0% |
| Q1 2021 | $3,300,000 | +21.4% | 36,346 | +18.6% | 0.38% | +11.3% |
| Q4 2020 | $2,719,000 | +55.3% | 30,658 | +40.0% | 0.34% | +42.8% |
| Q3 2020 | $1,751,000 | -43.1% | 21,899 | -48.9% | 0.24% | -47.8% |
| Q2 2020 | $3,080,000 | +880.9% | 42,850 | +680.2% | 0.45% | +617.5% |
| Q1 2020 | $314,000 | -0.9% | 5,492 | +17.2% | 0.06% | +12.5% |
| Q4 2019 | $317,000 | +51.7% | 4,688 | +40.8% | 0.06% | +36.6% |
| Q3 2019 | $209,000 | +20.8% | 3,330 | +20.1% | 0.04% | +13.9% |
| Q2 2019 | $173,000 | +14.6% | 2,772 | +10.3% | 0.04% | +16.1% |
| Q1 2019 | $151,000 | -6.2% | 2,514 | -18.0% | 0.03% | -20.5% |
| Q4 2018 | $161,000 | -94.5% | 3,066 | -93.5% | 0.04% | -92.9% |
| Q3 2018 | $2,948,000 | +28.6% | 47,330 | +18.0% | 0.55% | +19.2% |
| Q2 2018 | $2,293,000 | – | 40,095 | – | 0.46% | – |
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% |