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 | $3,034,560 | -2.9% | 32,000 | 0.0% | 0.99% | +3.4% |
| Q2 2023 | $3,124,480 | +10.0% | 32,000 | 0.0% | 0.96% | +3.8% |
| Q1 2023 | $2,840,640 | +8.9% | 32,000 | 0.0% | 0.92% | +3.3% |
| Q4 2022 | $2,608,640 | +1.7% | 32,000 | 0.0% | 0.89% | -9.0% |
| Q3 2022 | $2,566,000 | -7.2% | 32,000 | -3.1% | 0.98% | +38.7% |
| Q2 2022 | $2,765,000 | -27.4% | 33,031 | -8.3% | 0.71% | -14.9% |
| Q1 2022 | $3,807,000 | +3.1% | 36,031 | -0.1% | 0.83% | -4.3% |
| Q3 2021 | $3,692,000 | +1.4% | 36,056 | 0.0% | 0.87% | +0.8% |
| Q2 2021 | $3,641,000 | +11.2% | 36,056 | 0.0% | 0.86% | +2.3% |
| Q1 2021 | $3,274,000 | +3.1% | 36,056 | +0.7% | 0.84% | -5.9% |
| Q4 2020 | $3,175,000 | – | 35,800 | – | 0.89% | – |
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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% |