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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $290,000 | -63.9% | 2,749 | -60.4% | 0.01% | -62.9% |
| Q4 2021 | $803,000 | +7.4% | 6,940 | -5.0% | 0.04% | 0.0% |
| Q3 2021 | $748,000 | +0.4% | 7,306 | -1.0% | 0.04% | 0.0% |
| Q2 2021 | $745,000 | -15.7% | 7,378 | -24.2% | 0.04% | -28.6% |
| Q1 2021 | $884,000 | -16.9% | 9,739 | -18.8% | 0.05% | -47.3% |
| Q4 2020 | $1,064,000 | +97.4% | 11,996 | +77.9% | 0.09% | +78.8% |
| Q3 2020 | $539,000 | +97.4% | 6,744 | +77.8% | 0.05% | +100.0% |
| Q2 2020 | $273,000 | -9.9% | 3,792 | -28.4% | 0.03% | -27.8% |
| Q1 2020 | $303,000 | -13.9% | 5,299 | +2.0% | 0.04% | +16.1% |
| Q4 2019 | $352,000 | -38.9% | 5,197 | -43.3% | 0.03% | -44.6% |
| Q3 2019 | $576,000 | +48.1% | 9,164 | +47.5% | 0.06% | +43.6% |
| Q2 2019 | $389,000 | +21.2% | 6,214 | +16.8% | 0.04% | +14.7% |
| Q1 2019 | $321,000 | +48.6% | 5,319 | +30.0% | 0.03% | +21.4% |
| Q4 2018 | $216,000 | -16.9% | 4,093 | -2.1% | 0.03% | -3.4% |
| Q3 2018 | $260,000 | – | 4,181 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| DOLIVER ADVISORS, LP | 497,864 | $57,667,000 | 18.02% |
| Madison Wealth Partners, Inc | 284,803 | $32,935,000 | 16.56% |
| Legacy Financial Group LLC | 335,565 | $37,550,000 | 16.14% |
| Financial Council, LLC | 106,646 | $12,333,000 | 14.74% |
| Tennessee Valley Asset Management Partners | 350,633 | $40,547,000 | 13.54% |
| ForthRight Wealth Management, LLC | 182,749 | $21,133,000 | 11.55% |
| Vantage Financial Partners, LLC | 251,397 | $29,072,000 | 11.38% |
| Mascoma Wealth Management LLC | 248,716 | $28,762,000 | 9.95% |
| Veracity Capital LLC | 196,948 | $22,775,000 | 9.14% |
| WJ Wealth Management, LLC | 127,037 | $14,689,000 | 8.78% |