ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 358 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $15,378 | -6.1% | 162,166 | -3.3% | 0.08% | -5.6% |
| Q2 2023 | $16,372 | +13.9% | 167,681 | +3.5% | 0.09% | -11.8% |
| Q1 2023 | $14,376 | +7.7% | 161,942 | -1.1% | 0.10% | +15.9% |
| Q4 2022 | $13,345 | -99.9% | 163,698 | -18.9% | 0.09% | -28.5% |
| Q3 2022 | $16,181,000 | -11.5% | 201,805 | -7.6% | 0.12% | -11.5% |
| Q2 2022 | $18,282,000 | -11.8% | 218,429 | +11.3% | 0.14% | -4.8% |
| Q1 2022 | $20,738,000 | -3.1% | 196,270 | +6.0% | 0.15% | -5.2% |
| Q4 2021 | $21,412,000 | +8.4% | 185,157 | -4.0% | 0.15% | -1.9% |
| Q3 2021 | $19,761,000 | -0.5% | 192,958 | -1.9% | 0.16% | -6.0% |
| Q2 2021 | $19,865,000 | +11.1% | 196,725 | -0.1% | 0.17% | -2.3% |
| Q1 2021 | $17,877,000 | -6.3% | 196,905 | -8.4% | 0.17% | -16.2% |
| Q4 2020 | $19,070,000 | +11.5% | 215,020 | +0.5% | 0.20% | -4.7% |
| Q3 2020 | $17,107,000 | +12.4% | 213,896 | +1.0% | 0.21% | +4.9% |
| Q2 2020 | $15,220,000 | +42.7% | 211,735 | +13.3% | 0.20% | +10.9% |
| Q1 2020 | $10,666,000 | -30.0% | 186,836 | -17.1% | 0.18% | -15.6% |
| Q4 2019 | $15,236,000 | +8.7% | 225,257 | +1.1% | 0.22% | -3.5% |
| Q3 2019 | $14,012,000 | -1.3% | 222,869 | -1.6% | 0.23% | +10.8% |
| Q2 2019 | $14,198,000 | +18.3% | 226,517 | +13.8% | 0.20% | +9.7% |
| Q1 2019 | $12,005,000 | +55.4% | 199,022 | +35.8% | 0.19% | +33.8% |
| Q4 2018 | $7,725,000 | +10.0% | 146,590 | +29.7% | 0.14% | +17.8% |
| Q3 2018 | $7,023,000 | +95.4% | 113,052 | +79.9% | 0.12% | +51.3% |
| Q2 2018 | $3,594,000 | +25.5% | 62,832 | +19.8% | 0.08% | +27.9% |
| Q1 2018 | $2,864,000 | +14.7% | 52,440 | +12.9% | 0.06% | +27.1% |
| Q4 2017 | $2,498,000 | -30.8% | 46,463 | -35.0% | 0.05% | -36.0% |
| Q3 2017 | $3,610,000 | +140.7% | 71,521 | +129.7% | 0.08% | +158.6% |
| Q2 2017 | $1,500,000 | – | 31,130 | – | 0.03% | – |
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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% |