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 | $409,760 | -2.9% | 4,321 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $421,900 | +10.0% | 4,321 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $383,580 | +8.9% | 4,321 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $352,248 | +1.8% | 4,321 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $346,000 | -42.9% | 4,321 | -40.3% | 0.00% | -50.0% |
| Q2 2022 | $606,000 | -30.8% | 7,243 | -12.6% | 0.00% | -20.0% |
| Q1 2022 | $876,000 | -38.6% | 8,290 | -32.8% | 0.01% | -28.6% |
| Q4 2021 | $1,426,000 | -16.4% | 12,333 | -27.0% | 0.01% | -30.0% |
| Q2 2021 | $1,706,000 | +11.2% | 16,891 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $1,534,000 | -56.6% | 16,891 | -57.7% | 0.01% | -58.3% |
| Q4 2020 | $3,538,000 | +3.1% | 39,891 | -7.0% | 0.02% | -7.7% |
| Q3 2020 | $3,430,000 | +11.3% | 42,891 | 0.0% | 0.03% | 0.0% |
| Q2 2020 | $3,083,000 | +885.0% | 42,891 | +757.8% | 0.03% | +766.7% |
| Q2 2019 | $313,000 | +3.6% | 5,000 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $302,000 | -80.9% | 5,000 | -83.3% | 0.00% | -83.3% |
| Q4 2018 | $1,581,000 | -57.0% | 30,000 | -49.3% | 0.02% | -50.0% |
| Q3 2018 | $3,678,000 | +52.4% | 59,200 | +40.3% | 0.04% | +44.0% |
| Q2 2018 | $2,414,000 | +29.2% | 42,200 | +23.4% | 0.02% | +25.0% |
| Q1 2018 | $1,868,000 | +1.6% | 34,200 | 0.0% | 0.02% | -4.8% |
| Q4 2017 | $1,839,000 | -37.4% | 34,200 | -41.2% | 0.02% | -44.7% |
| Q3 2017 | $2,938,000 | – | 58,200 | – | 0.04% | – |
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% |