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 | $20,194,201 | -2.9% | 212,952 | +0.0% | 0.08% | +1.3% |
| Q2 2023 | $20,791,899 | +18.6% | 212,944 | +7.9% | 0.08% | +8.6% |
| Q1 2023 | $17,524,923 | -16.3% | 197,419 | -23.1% | 0.07% | -23.1% |
| Q4 2022 | $20,928,836 | +115.4% | 256,733 | +111.9% | 0.09% | +102.2% |
| Q3 2022 | $9,716,000 | -20.4% | 121,175 | -16.9% | 0.04% | -16.7% |
| Q2 2022 | $12,202,000 | -3.3% | 145,777 | +22.0% | 0.05% | +22.7% |
| Q1 2022 | $12,624,000 | -4.6% | 119,475 | +4.4% | 0.04% | +4.8% |
| Q4 2021 | $13,233,000 | +27.8% | 114,434 | +13.1% | 0.04% | +20.0% |
| Q3 2021 | $10,358,000 | -0.0% | 101,138 | -1.4% | 0.04% | -2.8% |
| Q2 2021 | $10,362,000 | +18.9% | 102,614 | +6.9% | 0.04% | +9.1% |
| Q1 2021 | $8,718,000 | +5.3% | 96,024 | +2.8% | 0.03% | +10.0% |
| Q4 2020 | $8,281,000 | +32.9% | 93,367 | +19.9% | 0.03% | +15.4% |
| Q3 2020 | $6,229,000 | +4.8% | 77,886 | -5.8% | 0.03% | -7.1% |
| Q2 2020 | $5,944,000 | +15.6% | 82,694 | -8.2% | 0.03% | -12.5% |
| Q1 2020 | $5,144,000 | -31.7% | 90,104 | -19.1% | 0.03% | -17.9% |
| Q4 2019 | $7,536,000 | +9.3% | 111,420 | +19.1% | 0.04% | -2.5% |
| Q3 2019 | $6,896,000 | -15.3% | 93,563 | -15.3% | 0.04% | -14.9% |
| Q2 2019 | $8,137,000 | -16.9% | 110,408 | -16.9% | 0.05% | -21.7% |
| Q1 2019 | $9,795,000 | -37.9% | 132,900 | -37.9% | 0.06% | -47.8% |
| Q4 2018 | $15,776,000 | +293.4% | 214,062 | +231.6% | 0.12% | +360.0% |
| Q3 2018 | $4,010,000 | +27.5% | 64,551 | +17.4% | 0.02% | +19.0% |
| Q2 2018 | $3,144,000 | +50.8% | 54,966 | +44.0% | 0.02% | +40.0% |
| Q1 2018 | $2,085,000 | -6.7% | 38,167 | -8.2% | 0.02% | 0.0% |
| Q4 2017 | $2,235,000 | +15.1% | 41,567 | +8.0% | 0.02% | 0.0% |
| Q3 2017 | $1,942,000 | +5.0% | 38,475 | +0.3% | 0.02% | +7.1% |
| Q2 2017 | $1,849,000 | +2.3% | 38,370 | -2.3% | 0.01% | -6.7% |
| Q1 2017 | $1,808,000 | -29.5% | 39,272 | -34.3% | 0.02% | -34.8% |
| Q4 2016 | $2,564,000 | +114.9% | 59,747 | +113.1% | 0.02% | +109.1% |
| Q3 2016 | $1,193,000 | -2.7% | 28,043 | +86.8% | 0.01% | 0.0% |
| Q2 2016 | $1,226,000 | +50.4% | 15,011 | +49.5% | 0.01% | +37.5% |
| Q1 2016 | $815,000 | -67.3% | 10,043 | -67.3% | 0.01% | -65.2% |
| Q4 2015 | $2,494,000 | +151.2% | 30,737 | +135.0% | 0.02% | +155.6% |
| Q3 2015 | $993,000 | +39.5% | 13,077 | +49.2% | 0.01% | +800.0% |
| Q2 2015 | $712,000 | -4.0% | 8,762 | -4.1% | 0.00% | 0.0% |
| Q1 2015 | $742,000 | -12.2% | 9,137 | -15.4% | 0.00% | 0.0% |
| Q4 2014 | $845,000 | +23.5% | 10,794 | +17.8% | 0.00% | 0.0% |
| Q3 2014 | $684,000 | -74.4% | 9,163 | -74.5% | 0.00% | -75.0% |
| Q2 2014 | $2,674,000 | +100.9% | 35,944 | +91.7% | 0.00% | +100.0% |
| Q1 2014 | $1,331,000 | +23.5% | 18,748 | +22.7% | 0.00% | 0.0% |
| Q4 2013 | $1,078,000 | +40.7% | 15,280 | +28.2% | 0.00% | +100.0% |
| Q3 2013 | $766,000 | +5.9% | 11,923 | -1.9% | 0.00% | 0.0% |
| Q2 2013 | $723,000 | – | 12,148 | – | 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% |