ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 451 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.60 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $588,078 | -6.1% | 6,201 | -3.3% | 0.05% | -4.0% |
| Q2 2023 | $626,301 | +8.6% | 6,414 | -1.3% | 0.05% | +2.0% |
| Q1 2023 | $576,876 | +106531.4% | 6,499 | -2.0% | 0.05% | -2.0% |
| Q4 2022 | $541 | -99.9% | 6,630 | +0.2% | 0.05% | -9.1% |
| Q3 2022 | $530,000 | -7.3% | 6,614 | -3.3% | 0.06% | +7.8% |
| Q2 2022 | $572,000 | -17.0% | 6,839 | +4.9% | 0.05% | -7.3% |
| Q1 2022 | $689,000 | +1.2% | 6,522 | +10.7% | 0.06% | -1.8% |
| Q4 2021 | $681,000 | +19.3% | 5,889 | +5.6% | 0.06% | -5.1% |
| Q3 2021 | $571,000 | +7.7% | 5,577 | +6.3% | 0.06% | +11.3% |
| Q2 2021 | $530,000 | +14.5% | 5,248 | +3.0% | 0.05% | +8.2% |
| Q1 2021 | $463,000 | +4.0% | 5,095 | +1.5% | 0.05% | -2.0% |
| Q4 2020 | $445,000 | +14.1% | 5,021 | +2.9% | 0.05% | -9.1% |
| Q3 2020 | $390,000 | +1.0% | 4,880 | -9.2% | 0.06% | -6.8% |
| Q2 2020 | $386,000 | +31.7% | 5,376 | +4.9% | 0.06% | +7.3% |
| Q1 2020 | $293,000 | +31.4% | 5,126 | +55.1% | 0.06% | +37.5% |
| Q4 2019 | $223,000 | – | 3,304 | – | 0.04% | – |
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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% |