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 | $4,740,231 | -5.3% | 49,985 | -2.5% | 0.01% | 0.0% |
| Q2 2023 | $5,006,867 | +106157.8% | 51,278 | -3.4% | 0.01% | -7.1% |
| Q1 2023 | $4,712 | +27.6% | 53,087 | +17.2% | 0.01% | +16.7% |
| Q4 2022 | $3,694 | -99.8% | 45,313 | +108.9% | 0.01% | +71.4% |
| Q3 2022 | $1,739,000 | +7.9% | 21,692 | +12.7% | 0.01% | 0.0% |
| Q2 2022 | $1,612,000 | -38.8% | 19,255 | -22.8% | 0.01% | -30.0% |
| Q1 2022 | $2,635,000 | -8.3% | 24,938 | +0.3% | 0.01% | -16.7% |
| Q4 2021 | $2,874,000 | +26.6% | 24,852 | +12.1% | 0.01% | 0.0% |
| Q3 2021 | $2,270,000 | +15.6% | 22,167 | +14.0% | 0.01% | 0.0% |
| Q2 2021 | $1,964,000 | +11.9% | 19,452 | +0.7% | 0.01% | 0.0% |
| Q1 2021 | $1,755,000 | -27.2% | 19,326 | -28.9% | 0.01% | -33.3% |
| Q4 2020 | $2,411,000 | +297.9% | 27,182 | +156.2% | 0.02% | +125.0% |
| Q1 2020 | $606,000 | +46.0% | 10,611 | +60.3% | 0.01% | +60.0% |
| Q2 2019 | $415,000 | +6816.7% | 6,620 | +4992.3% | 0.01% | – |
| Q3 2016 | $6,000 | – | 130 | – | 0.00% | – |
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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% |