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 | $2,330,580 | -3.2% | 24,577 | -0.3% | 2.05% | +3.0% |
| Q2 2023 | $2,406,675 | +9.7% | 24,649 | -0.3% | 1.99% | +1.6% |
| Q1 2023 | $2,194,034 | +15.3% | 24,716 | +5.9% | 1.96% | +10.2% |
| Q4 2022 | $1,903,094 | +6.4% | 23,345 | +4.6% | 1.78% | -3.6% |
| Q3 2022 | $1,789,000 | -3.5% | 22,311 | +0.8% | 1.85% | +2.7% |
| Q2 2022 | $1,853,000 | -20.7% | 22,143 | +0.1% | 1.80% | -6.2% |
| Q1 2022 | $2,338,000 | -15.8% | 22,125 | -7.9% | 1.92% | -5.5% |
| Q4 2021 | $2,777,000 | +11.8% | 24,015 | -1.0% | 2.03% | +2.3% |
| Q3 2021 | $2,483,000 | -99.9% | 24,246 | +0.0% | 1.98% | +3.9% |
| Q2 2021 | $2,510,860,000 | +15.9% | 24,245 | +5.0% | 1.91% | +5.5% |
| Q1 2021 | $2,167,335,000 | +1.3% | 23,083 | -3.2% | 1.81% | -9.0% |
| Q4 2020 | $2,139,182,000 | – | 23,843 | – | 1.99% | – |
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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% |