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 | $6,070,768 | +956.4% | 61,745 | +951.9% | 0.00% | – |
| Q2 2023 | $574,673 | +29.0% | 5,870 | +10.2% | 0.00% | – |
| Q4 2022 | $445,626 | -8.5% | 5,326 | -4.9% | 0.00% | – |
| Q3 2022 | $487,000 | -22.5% | 5,600 | -22.5% | 0.00% | – |
| Q2 2022 | $628,000 | -30.1% | 7,225 | -13.1% | 0.00% | – |
| Q1 2022 | $898,000 | +0.7% | 8,311 | +8.9% | 0.00% | – |
| Q4 2021 | $892,000 | +22.2% | 7,632 | +8.9% | 0.00% | – |
| Q3 2021 | $730,000 | +2.5% | 7,010 | -0.5% | 0.00% | – |
| Q2 2021 | $712,000 | +300.0% | 7,048 | +274.9% | 0.00% | – |
| Q1 2021 | $178,000 | +26.2% | 1,880 | +19.1% | 0.00% | – |
| Q4 2020 | $141,000 | -10.2% | 1,578 | -20.2% | 0.00% | – |
| Q3 2020 | $157,000 | +14.6% | 1,978 | +7.6% | 0.00% | – |
| Q2 2020 | $137,000 | -57.7% | 1,838 | -68.4% | 0.00% | – |
| Q1 2020 | $324,000 | +32300.0% | 5,808 | +26300.0% | 0.00% | – |
| Q2 2019 | $1,000 | -50.0% | 22 | -15.4% | 0.00% | – |
| Q1 2019 | $2,000 | 0.0% | 26 | -40.9% | 0.00% | – |
| Q1 2018 | $2,000 | -90.5% | 44 | -91.2% | 0.00% | – |
| Q4 2016 | $21,000 | 0.0% | 500 | 0.0% | 0.00% | – |
| Q3 2016 | $21,000 | – | 500 | – | 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% |