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 | $2,434,096 | +97030.7% | 25,668 | 0.0% | 0.12% | 0.0% |
| Q2 2023 | $2,506 | +10.2% | 25,668 | +0.2% | 0.12% | +1.7% |
| Q1 2023 | $2,275 | +11.6% | 25,625 | +2.5% | 0.12% | +2.7% |
| Q4 2022 | $2,038 | -99.9% | 25,000 | 0.0% | 0.11% | -13.8% |
| Q3 2022 | $2,005,000 | -4.2% | 25,000 | 0.0% | 0.13% | 0.0% |
| Q2 2022 | $2,093,000 | -20.8% | 25,000 | 0.0% | 0.13% | -2.3% |
| Q1 2022 | $2,642,000 | -8.6% | 25,000 | 0.0% | 0.13% | -10.1% |
| Q4 2021 | $2,891,000 | +12.9% | 25,000 | 0.0% | 0.15% | +3.5% |
| Q3 2021 | $2,560,000 | +1.4% | 25,000 | 0.0% | 0.14% | +0.7% |
| Q2 2021 | $2,525,000 | +11.2% | 25,000 | 0.0% | 0.14% | +1.4% |
| Q1 2021 | $2,270,000 | +2.4% | 25,000 | 0.0% | 0.14% | -7.9% |
| Q4 2020 | $2,217,000 | +10.8% | 25,000 | 0.0% | 0.15% | -6.2% |
| Q3 2020 | $2,000,000 | +11.3% | 25,000 | 0.0% | 0.16% | +2.5% |
| Q2 2020 | $1,797,000 | +25.9% | 25,000 | 0.0% | 0.16% | +3.9% |
| Q1 2020 | $1,427,000 | -15.6% | 25,000 | 0.0% | 0.15% | -7.9% |
| Q4 2019 | $1,691,000 | +7.6% | 25,000 | 0.0% | 0.16% | 0.0% |
| Q3 2019 | $1,572,000 | +0.3% | 25,000 | 0.0% | 0.16% | -1.8% |
| Q2 2019 | $1,567,000 | +3.9% | 25,000 | 0.0% | 0.17% | -4.5% |
| Q1 2019 | $1,508,000 | +14.5% | 25,000 | 0.0% | 0.18% | +16.6% |
| Q4 2018 | $1,317,000 | -15.2% | 25,000 | 0.0% | 0.15% | -7.4% |
| Q3 2018 | $1,553,000 | +8.6% | 25,000 | 0.0% | 0.16% | +3.8% |
| Q2 2018 | $1,430,000 | +4.8% | 25,000 | 0.0% | 0.16% | -2.5% |
| Q1 2018 | $1,365,000 | +1.6% | 25,000 | 0.0% | 0.16% | +0.6% |
| Q4 2017 | $1,344,000 | – | 25,000 | – | 0.16% | – |
Download | ||||||
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% |