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 | $1,679,034 | +0.8% | 17,706 | +3.8% | 0.73% | +6.9% |
| Q2 2023 | $1,665,036 | +10.6% | 17,053 | +0.6% | 0.68% | +6.2% |
| Q1 2023 | $1,505,147 | +15.4% | 16,956 | +6.0% | 0.64% | +10.8% |
| Q4 2022 | $1,304,263 | +2.8% | 15,999 | +1.1% | 0.58% | +4.9% |
| Q3 2022 | $1,269,000 | -0.7% | 15,827 | +3.7% | 0.56% | -2.6% |
| Q2 2022 | $1,278,000 | -40.3% | 15,266 | -24.6% | 0.57% | +37.0% |
| Q1 2022 | $2,140,000 | +90.2% | 20,254 | +108.2% | 0.42% | -5.0% |
| Q4 2021 | $1,125,000 | +18.0% | 9,730 | +4.6% | 0.44% | +6.1% |
| Q3 2021 | $953,000 | +8.7% | 9,302 | +7.1% | 0.41% | +7.0% |
| Q2 2021 | $877,000 | +16.5% | 8,689 | +4.7% | 0.39% | +6.9% |
| Q1 2021 | $753,000 | +8.0% | 8,295 | +5.5% | 0.36% | +7.8% |
| Q4 2020 | $697,000 | +13.0% | 7,863 | +1.9% | 0.34% | -5.4% |
| Q3 2020 | $617,000 | +23.6% | 7,720 | +11.3% | 0.35% | +14.2% |
| Q2 2020 | $499,000 | +40.6% | 6,938 | +11.5% | 0.31% | +17.9% |
| Q1 2020 | $355,000 | -15.9% | 6,221 | -0.2% | 0.26% | +4.4% |
| Q4 2019 | $422,000 | +25.2% | 6,232 | +16.3% | 0.25% | +17.2% |
| Q3 2019 | $337,000 | +10.5% | 5,360 | +10.3% | 0.22% | +179.2% |
| Q2 2019 | $305,000 | +31.5% | 4,859 | +26.2% | 0.08% | -51.3% |
| Q1 2019 | $232,000 | – | 3,851 | – | 0.16% | – |
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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% |