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 2021 | $164,000 | +1.2% | 1,600 | 0.0% | 0.04% | -8.2% |
| Q2 2021 | $162,000 | +11.7% | 1,600 | 0.0% | 0.05% | +6.5% |
| Q1 2021 | $145,000 | +2.1% | 1,600 | 0.0% | 0.05% | -2.1% |
| Q4 2020 | $142,000 | +10.9% | 1,600 | 0.0% | 0.05% | +2.2% |
| Q3 2020 | $128,000 | +11.3% | 1,600 | 0.0% | 0.05% | +7.0% |
| Q2 2020 | $115,000 | +26.4% | 1,600 | 0.0% | 0.04% | +7.5% |
| Q1 2020 | $91,000 | -15.7% | 1,600 | 0.0% | 0.04% | +2.6% |
| Q4 2019 | $108,000 | +3.8% | 1,600 | -3.0% | 0.04% | 0.0% |
| Q3 2019 | $104,000 | +1.0% | 1,650 | 0.0% | 0.04% | -2.5% |
| Q2 2019 | $103,000 | +3.0% | 1,650 | 0.0% | 0.04% | 0.0% |
| Q1 2019 | $100,000 | +14.9% | 1,650 | 0.0% | 0.04% | +2.6% |
| Q4 2018 | $87,000 | -14.7% | 1,650 | 0.0% | 0.04% | 0.0% |
| Q3 2018 | $102,000 | +8.5% | 1,650 | 0.0% | 0.04% | +2.6% |
| Q2 2018 | $94,000 | +4.4% | 1,650 | 0.0% | 0.04% | +2.7% |
| Q1 2018 | $90,000 | +1.1% | 1,650 | 0.0% | 0.04% | +2.8% |
| Q4 2017 | $89,000 | +7.2% | 1,650 | 0.0% | 0.04% | +2.9% |
| Q3 2017 | $83,000 | +3.8% | 1,650 | 0.0% | 0.04% | +6.1% |
| Q2 2017 | $80,000 | -7.0% | 1,650 | -10.8% | 0.03% | -10.8% |
| Q1 2017 | $86,000 | +8.9% | 1,850 | 0.0% | 0.04% | +2.8% |
| Q4 2016 | $79,000 | 0.0% | 1,850 | 0.0% | 0.04% | -2.7% |
| Q3 2016 | $79,000 | +3.9% | 1,850 | +100.0% | 0.04% | +5.7% |
| Q2 2016 | $76,000 | +442.9% | 925 | +428.6% | 0.04% | +400.0% |
| Q1 2016 | $14,000 | 0.0% | 175 | 0.0% | 0.01% | 0.0% |
| Q4 2015 | $14,000 | +7.7% | 175 | 0.0% | 0.01% | 0.0% |
| Q3 2015 | $13,000 | -7.1% | 175 | 0.0% | 0.01% | +16.7% |
| Q2 2015 | $14,000 | 0.0% | 175 | 0.0% | 0.01% | 0.0% |
| Q1 2015 | $14,000 | 0.0% | 175 | 0.0% | 0.01% | 0.0% |
| Q4 2014 | $14,000 | +7.7% | 175 | 0.0% | 0.01% | 0.0% |
| Q3 2014 | $13,000 | 0.0% | 175 | 0.0% | 0.01% | 0.0% |
| Q2 2014 | $13,000 | – | 175 | – | 0.01% | – |
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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% |