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 | $44,570 | -2.9% | 470 | 0.0% | 0.01% | -7.7% |
| Q2 2023 | $45,891 | +39.1% | 470 | +19.6% | 0.01% | +18.2% |
| Q2 2022 | $33,000 | -21.4% | 393 | 0.0% | 0.01% | -15.4% |
| Q1 2022 | $42,000 | -6.7% | 393 | 0.0% | 0.01% | -7.1% |
| Q4 2021 | $45,000 | +4.7% | 393 | -6.2% | 0.01% | 0.0% |
| Q3 2021 | $43,000 | +7.5% | 419 | +6.6% | 0.01% | +7.7% |
| Q2 2021 | $40,000 | +11.1% | 393 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $36,000 | +2.9% | 393 | 0.0% | 0.01% | -7.1% |
| Q4 2020 | $35,000 | +12.9% | 393 | 0.0% | 0.01% | +7.7% |
| Q3 2020 | $31,000 | +10.7% | 393 | 0.0% | 0.01% | +8.3% |
| Q2 2020 | $28,000 | +27.3% | 393 | 0.0% | 0.01% | +9.1% |
| Q1 2020 | $22,000 | -18.5% | 393 | 0.0% | 0.01% | 0.0% |
| Q4 2019 | $27,000 | +8.0% | 393 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $25,000 | 0.0% | 393 | 0.0% | 0.01% | -8.3% |
| Q2 2019 | $25,000 | -3.8% | 393 | -10.5% | 0.01% | -14.3% |
| Q1 2019 | $26,000 | +13.0% | 439 | 0.0% | 0.01% | +7.7% |
| Q4 2018 | $23,000 | – | 439 | – | 0.01% | – |
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% |