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 | $1,019,213 | +23.2% | 10,747 | +15.3% | 0.09% | +11.7% |
| Q1 2023 | $827,185 | +115428.6% | 9,318 | +6.1% | 0.08% | +8.5% |
| Q4 2022 | $716 | -99.9% | 8,786 | -0.4% | 0.07% | +10.9% |
| Q3 2022 | $707,000 | +18.8% | 8,817 | +23.9% | 0.06% | +1.6% |
| Q2 2022 | $595,000 | -22.0% | 7,116 | -1.6% | 0.06% | -18.2% |
| Q1 2022 | $763,000 | -2.8% | 7,230 | +6.5% | 0.08% | +1.3% |
| Q4 2021 | $785,000 | +13.8% | 6,788 | +0.7% | 0.08% | +2.7% |
| Q3 2021 | $690,000 | +7.5% | 6,742 | +6.0% | 0.07% | +4.2% |
| Q2 2021 | $642,000 | +0.9% | 6,358 | -9.3% | 0.07% | -10.1% |
| Q1 2021 | $636,000 | -26.4% | 7,013 | -28.1% | 0.08% | -34.2% |
| Q4 2020 | $864,000 | -13.8% | 9,750 | -22.2% | 0.12% | -25.9% |
| Q3 2020 | $1,002,000 | +18.2% | 12,534 | +6.2% | 0.16% | +5.9% |
| Q2 2020 | $848,000 | +19.6% | 11,802 | -5.1% | 0.15% | -3.2% |
| Q1 2020 | $709,000 | -10.4% | 12,430 | +6.3% | 0.16% | +9.7% |
| Q4 2019 | $791,000 | +2.7% | 11,695 | -4.6% | 0.14% | -3.4% |
| Q3 2019 | $770,000 | – | 12,253 | – | 0.15% | – |
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% |