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 | $2,057,809 | -6.3% | 21,700 | -3.5% | 1.00% | 0.0% |
| Q2 2023 | $2,195,041 | +3.2% | 22,481 | -6.1% | 1.00% | +2.3% |
| Q1 2023 | $2,125,973 | +26.0% | 23,949 | +16.3% | 0.98% | +12.7% |
| Q4 2022 | $1,687,858 | -4.3% | 20,600 | -6.4% | 0.87% | -4.5% |
| Q3 2022 | $1,764,000 | +1.4% | 21,998 | +5.9% | 0.91% | +8.7% |
| Q2 2022 | $1,739,000 | -19.1% | 20,774 | +2.1% | 0.84% | -9.9% |
| Q1 2022 | $2,150,000 | -1.1% | 20,349 | +8.3% | 0.93% | -3.4% |
| Q4 2021 | $2,174,000 | +23.9% | 18,798 | +9.7% | 0.96% | +15.3% |
| Q3 2021 | $1,755,000 | +19.6% | 17,134 | +17.9% | 0.84% | +17.9% |
| Q2 2021 | $1,467,000 | +31.6% | 14,528 | +18.3% | 0.71% | +25.0% |
| Q1 2021 | $1,115,000 | -0.2% | 12,278 | -2.5% | 0.57% | -6.0% |
| Q4 2020 | $1,117,000 | +9.0% | 12,597 | -1.7% | 0.60% | -3.4% |
| Q3 2020 | $1,025,000 | +6.9% | 12,814 | -3.9% | 0.62% | +1.1% |
| Q2 2020 | $959,000 | +32.5% | 13,339 | +5.2% | 0.62% | +12.4% |
| Q1 2020 | $724,000 | +105.7% | 12,685 | +143.5% | 0.55% | +137.7% |
| Q4 2019 | $352,000 | +7.3% | 5,209 | -0.3% | 0.23% | +0.4% |
| Q3 2019 | $328,000 | +23.8% | 5,223 | +23.4% | 0.23% | +17.3% |
| Q2 2019 | $265,000 | +8.6% | 4,233 | +4.5% | 0.20% | +8.9% |
| Q1 2019 | $244,000 | – | 4,049 | – | 0.18% | – |
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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% |