ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 468 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.29 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $662 | -6.2% | 6,981 | -3.4% | 0.22% | -4.8% |
| Q2 2023 | $706 | +11.7% | 7,227 | +1.6% | 0.23% | +5.5% |
| Q1 2023 | $632 | +9.0% | 7,115 | +0.0% | 0.22% | +7.9% |
| Q4 2022 | $580 | -99.9% | 7,113 | +0.0% | 0.20% | -8.1% |
| Q3 2022 | $570,000 | -4.2% | 7,111 | +0.0% | 0.22% | -1.3% |
| Q2 2022 | $595,000 | -20.8% | 7,110 | +0.0% | 0.22% | -11.8% |
| Q1 2022 | $751,000 | -8.6% | 7,109 | +0.0% | 0.25% | -6.3% |
| Q4 2021 | $822,000 | +12.9% | 7,108 | +0.0% | 0.27% | +4.6% |
| Q3 2021 | $728,000 | +1.4% | 7,106 | 0.0% | 0.26% | -0.4% |
| Q2 2021 | $718,000 | +11.3% | 7,106 | 0.0% | 0.26% | +4.4% |
| Q1 2021 | $645,000 | +2.4% | 7,106 | 0.0% | 0.25% | -5.3% |
| Q4 2020 | $630,000 | +10.9% | 7,106 | 0.0% | 0.26% | -1.5% |
| Q3 2020 | $568,000 | +11.2% | 7,106 | 0.0% | 0.27% | +5.1% |
| Q2 2020 | $511,000 | – | 7,106 | – | 0.25% | – |
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% |