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 | $588 | -2.8% | 6,203 | 0.0% | 0.25% | 0.0% |
Q2 2023 | $605 | +10.2% | 6,203 | +0.2% | 0.25% | +2.0% |
Q1 2023 | $549 | +9.1% | 6,189 | +0.3% | 0.25% | +7.4% |
Q4 2022 | $503 | -99.9% | 6,170 | +0.6% | 0.23% | -5.3% |
Q3 2022 | $492,000 | -4.1% | 6,134 | 0.0% | 0.24% | -5.4% |
Q2 2022 | $513,000 | -21.8% | 6,134 | +0.4% | 0.26% | -21.8% |
Q1 2022 | $656,000 | -7.2% | 6,110 | 0.0% | 0.33% | +5.1% |
Q4 2021 | $707,000 | +13.3% | 6,110 | +0.3% | 0.31% | +4.7% |
Q3 2021 | $624,000 | +1.3% | 6,089 | 0.0% | 0.30% | +3.1% |
Q2 2021 | $616,000 | +11.8% | 6,089 | +0.3% | 0.29% | +7.4% |
Q1 2021 | $551,000 | +2.4% | 6,069 | 0.0% | 0.27% | -13.1% |
Q4 2020 | $538,000 | +11.2% | 6,069 | +0.3% | 0.31% | +9.1% |
Q3 2020 | $484,000 | +11.5% | 6,053 | +0.3% | 0.29% | -4.0% |
Q2 2020 | $434,000 | +26.5% | 6,036 | +0.5% | 0.30% | +4.6% |
Q1 2020 | $343,000 | – | 6,007 | – | 0.28% | – |
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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% |