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 | $10,780,654 | +0.0% | 113,684 | +3.0% | 0.00% | 0.0% |
| Q2 2023 | $10,776,039 | +15.3% | 110,365 | +4.8% | 0.00% | 0.0% |
| Q1 2023 | $9,348,547 | +18.0% | 105,312 | +8.4% | 0.00% | 0.0% |
| Q4 2022 | $7,921,951 | +11.9% | 97,178 | +10.0% | 0.00% | 0.0% |
| Q3 2022 | $7,082,000 | -10.8% | 88,322 | -6.9% | 0.00% | 0.0% |
| Q2 2022 | $7,938,000 | -50.5% | 94,835 | -37.5% | 0.00% | -33.3% |
| Q1 2022 | $16,028,000 | +10.0% | 151,687 | +20.4% | 0.00% | 0.0% |
| Q4 2021 | $14,570,000 | -23.9% | 125,989 | -32.6% | 0.00% | -25.0% |
| Q3 2021 | $19,150,000 | +72.0% | 186,997 | +69.6% | 0.00% | +100.0% |
| Q2 2021 | $11,133,000 | +34.9% | 110,251 | +21.3% | 0.00% | 0.0% |
| Q1 2021 | $8,253,000 | -14.9% | 90,906 | -16.9% | 0.00% | 0.0% |
| Q4 2020 | $9,701,000 | +96.1% | 109,374 | +76.8% | 0.00% | +100.0% |
| Q3 2020 | $4,948,000 | +9.5% | 61,860 | -1.6% | 0.00% | 0.0% |
| Q2 2020 | $4,519,000 | -13.2% | 62,870 | -31.1% | 0.00% | -50.0% |
| Q1 2020 | $5,206,000 | -3.0% | 91,203 | +14.9% | 0.00% | +100.0% |
| Q4 2019 | $5,369,000 | +10.4% | 79,375 | +2.6% | 0.00% | 0.0% |
| Q3 2019 | $4,862,000 | +48.5% | 77,338 | +48.1% | 0.00% | 0.0% |
| Q2 2019 | $3,273,000 | -87.8% | 52,216 | -88.3% | 0.00% | -87.5% |
| Q1 2019 | $26,823,000 | +144.7% | 444,674 | +113.8% | 0.01% | +166.7% |
| Q4 2018 | $10,960,000 | -12.2% | 207,977 | +3.5% | 0.00% | 0.0% |
| Q3 2018 | $12,482,000 | +514.3% | 200,928 | +465.6% | 0.00% | +200.0% |
| Q2 2018 | $2,032,000 | -8.0% | 35,524 | -12.1% | 0.00% | 0.0% |
| Q1 2018 | $2,208,000 | +18.6% | 40,430 | +16.7% | 0.00% | – |
| Q4 2017 | $1,862,000 | +7.1% | 34,638 | +0.6% | 0.00% | – |
| Q3 2017 | $1,738,000 | +111.2% | 34,426 | +101.5% | 0.00% | – |
| Q2 2017 | $823,000 | +24.7% | 17,081 | +20.0% | 0.00% | – |
| Q1 2017 | $660,000 | -36.8% | 14,237 | -41.5% | 0.00% | – |
| Q4 2016 | $1,045,000 | +7.2% | 24,337 | +6.2% | 0.00% | – |
| Q3 2016 | $975,000 | +10.8% | 22,909 | +112.5% | 0.00% | – |
| Q2 2016 | $880,000 | -28.0% | 10,779 | -28.5% | 0.00% | – |
| Q1 2016 | $1,223,000 | -62.1% | 15,079 | -62.1% | 0.00% | -100.0% |
| Q4 2015 | $3,227,000 | +5.6% | 39,756 | -1.2% | 0.00% | 0.0% |
| Q3 2015 | $3,056,000 | +19.4% | 40,241 | +27.9% | 0.00% | 0.0% |
| Q2 2015 | $2,559,000 | +38.4% | 31,472 | +38.3% | 0.00% | 0.0% |
| Q1 2015 | $1,849,000 | -69.0% | 22,755 | -70.2% | 0.00% | -50.0% |
| Q4 2014 | $5,974,000 | +149.3% | 76,256 | +137.8% | 0.00% | +100.0% |
| Q3 2014 | $2,396,000 | +39.5% | 32,063 | +38.9% | 0.00% | 0.0% |
| Q2 2014 | $1,717,000 | +9.6% | 23,078 | +4.6% | 0.00% | 0.0% |
| Q1 2014 | $1,567,000 | +9.7% | 22,062 | +9.0% | 0.00% | – |
| Q4 2013 | $1,428,000 | +1.4% | 20,238 | -7.7% | 0.00% | -100.0% |
| Q3 2013 | $1,408,000 | +6.2% | 21,933 | -1.5% | 0.00% | 0.0% |
| Q2 2013 | $1,326,000 | -14.0% | 22,268 | -22.8% | 0.00% | 0.0% |
| Q4 2012 | $1,541,000 | +13.2% | 28,850 | +15.2% | 0.00% | 0.0% |
| Q3 2012 | $1,361,000 | -17.5% | 25,041 | -21.8% | 0.00% | 0.0% |
| Q2 2012 | $1,650,000 | -28.2% | 32,028 | -24.9% | 0.00% | 0.0% |
| Q1 2012 | $2,298,000 | – | 42,659 | – | 0.00% | – |
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% |