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 | $1,438,940 | -15.6% | 15,174 | -13.1% | 0.20% | -8.2% |
| Q2 2023 | $1,705,272 | +10.0% | 17,465 | +0.0% | 0.22% | +3.8% |
| Q1 2023 | $1,550,239 | +6.8% | 17,464 | -1.9% | 0.21% | -0.5% |
| Q4 2022 | $1,451,448 | -0.4% | 17,805 | -2.1% | 0.21% | -0.9% |
| Q3 2022 | $1,458,000 | -4.2% | 18,188 | +0.0% | 0.21% | +6.5% |
| Q2 2022 | $1,522,000 | -21.1% | 18,186 | -0.4% | 0.20% | +1.5% |
| Q1 2022 | $1,929,000 | +823.0% | 18,258 | +911.5% | 0.20% | +890.0% |
| Q4 2021 | $209,000 | 0.0% | 1,805 | -23.4% | 0.02% | -33.3% |
| Q4 2020 | $209,000 | -35.5% | 2,357 | -41.9% | 0.03% | -48.3% |
| Q3 2020 | $324,000 | +11.0% | 4,056 | -0.3% | 0.06% | +1.8% |
| Q2 2020 | $292,000 | -33.3% | 4,069 | -46.9% | 0.06% | -43.6% |
| Q1 2020 | $438,000 | +25.1% | 7,668 | +48.0% | 0.10% | +60.3% |
| Q4 2019 | $350,000 | +17.1% | 5,180 | +9.1% | 0.06% | +3.3% |
| Q3 2019 | $299,000 | +4.9% | 4,749 | +4.4% | 0.06% | -6.2% |
| Q2 2019 | $285,000 | +20.3% | 4,547 | +15.6% | 0.06% | +10.2% |
| Q1 2019 | $237,000 | +4.4% | 3,932 | -8.8% | 0.06% | -10.6% |
| Q4 2018 | $227,000 | -7.0% | 4,311 | +9.7% | 0.07% | +4.8% |
| Q3 2018 | $244,000 | +8.4% | 3,931 | -4.7% | 0.06% | +12.5% |
| Q1 2018 | $225,000 | +6.6% | 4,126 | +5.1% | 0.06% | +5.7% |
| Q4 2017 | $211,000 | – | 3,924 | – | 0.05% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Tanglewood Legacy Advisors, LLC | 286,911 | $23,388,965 | 16.62% |
| Madison Wealth Partners, Inc | 346,875 | $28,277,231 | 16.50% |
| HILLTOP WEALTH ADVISORS, LLC | 231,434 | $18,866,492 | 16.00% |
| Tennessee Valley Asset Management Partners | 468,792 | $38,215,878 | 13.26% |
| Legacy Financial Group LLC | 449,721 | $36,661,293 | 10.98% |
| DDFG, Inc | 306,266 | $24,966,813 | 10.33% |
| Veracity Capital LLC | 248,747 | $20,277,893 | 9.72% |
| DOLIVER ADVISORS, LP | 348,597 | $28,417,627 | 9.34% |
| ForthRight Wealth Management, LLC | 202,572 | $16,513,668 | 8.44% |
| Spectrum Wealth Advisory Group, LLC | 71,620 | $5,838,462 | 8.13% |