ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 414 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,394,538 | +0.4% | 14,706 | +3.3% | 0.03% | +3.7% |
| Q2 2023 | $1,389,490 | -20.4% | 14,231 | -27.6% | 0.03% | -27.0% |
| Q1 2023 | $1,744,534 | +19.7% | 19,652 | +9.9% | 0.04% | +12.1% |
| Q4 2022 | $1,457,435 | +34.6% | 17,878 | +32.2% | 0.03% | +22.2% |
| Q3 2022 | $1,083,000 | -6.9% | 13,519 | -2.7% | 0.03% | 0.0% |
| Q2 2022 | $1,163,000 | -5.1% | 13,900 | +19.8% | 0.03% | +8.0% |
| Q1 2022 | $1,226,000 | -8.6% | 11,604 | +0.0% | 0.02% | -7.4% |
| Q4 2021 | $1,342,000 | +21.7% | 11,599 | +7.7% | 0.03% | +12.5% |
| Q3 2021 | $1,103,000 | +0.3% | 10,771 | -1.1% | 0.02% | 0.0% |
| Q2 2021 | $1,100,000 | +10.3% | 10,891 | -0.9% | 0.02% | -4.0% |
| Q1 2021 | $997,000 | +15.0% | 10,988 | +12.4% | 0.02% | +8.7% |
| Q4 2020 | $867,000 | +177.9% | 9,774 | +150.6% | 0.02% | +155.6% |
| Q3 2020 | $312,000 | +26.3% | 3,901 | +13.4% | 0.01% | +12.5% |
| Q2 2020 | $247,000 | +20.5% | 3,439 | -4.3% | 0.01% | 0.0% |
| Q1 2020 | $205,000 | +1.0% | 3,594 | +11.7% | 0.01% | +14.3% |
| Q3 2019 | $203,000 | -62.8% | 3,217 | -63.1% | 0.01% | -66.7% |
| Q2 2019 | $546,000 | +16.7% | 8,712 | +12.4% | 0.02% | +10.5% |
| Q1 2019 | $468,000 | +38.5% | 7,752 | +20.7% | 0.02% | +18.8% |
| Q4 2018 | $338,000 | -18.4% | 6,420 | -3.6% | 0.02% | +14.3% |
| Q3 2018 | $414,000 | -40.1% | 6,659 | -44.9% | 0.01% | -44.0% |
| Q2 2018 | $691,000 | -24.0% | 12,076 | -27.4% | 0.02% | -24.2% |
| Q1 2018 | $909,000 | -28.1% | 16,633 | -29.2% | 0.03% | -13.2% |
| Q4 2017 | $1,264,000 | +107.2% | 23,507 | +94.3% | 0.04% | +46.2% |
| Q3 2017 | $610,000 | +137.4% | 12,097 | +126.8% | 0.03% | +116.7% |
| Q2 2017 | $257,000 | +12.2% | 5,333 | +7.9% | 0.01% | 0.0% |
| Q1 2017 | $229,000 | – | 4,943 | – | 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% |