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 | $427 | -23.3% | 4,500 | -21.1% | 0.00% | 0.0% |
| Q2 2023 | $557 | +161.5% | 5,700 | +137.5% | 0.00% | – |
| Q1 2023 | $213 | -99.9% | 2,400 | -48.9% | 0.00% | – |
| Q2 2022 | $393,000 | -79.8% | 4,700 | -72.0% | 0.00% | -100.0% |
| Q4 2021 | $1,943,000 | +42.7% | 16,800 | +26.3% | 0.00% | 0.0% |
| Q3 2021 | $1,362,000 | +56.7% | 13,300 | +35.7% | 0.00% | +100.0% |
| Q4 2020 | $869,000 | -25.6% | 9,800 | -32.9% | 0.00% | 0.0% |
| Q3 2020 | $1,168,000 | +46.2% | 14,600 | +4.3% | 0.00% | 0.0% |
| Q1 2020 | $799,000 | -15.0% | 14,000 | +0.7% | 0.00% | 0.0% |
| Q4 2019 | $940,000 | +62.9% | 13,900 | +51.1% | 0.00% | 0.0% |
| Q2 2019 | $577,000 | +82.6% | 9,200 | +53.3% | 0.00% | – |
| Q4 2018 | $316,000 | -54.8% | 6,000 | -52.0% | 0.00% | – |
| Q2 2018 | $699,000 | +103.2% | 12,500 | +98.4% | 0.00% | – |
| Q1 2018 | $344,000 | – | 6,300 | – | 0.00% | – |
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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% |