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 | $675,221 | -4.0% | 7,120 | -1.2% | 0.05% | 0.0% |
| Q2 2023 | $703,626 | -54.7% | 7,206 | -58.8% | 0.05% | -55.0% |
| Q1 2023 | $1,553,312 | -0.8% | 17,498 | -8.9% | 0.11% | -7.5% |
| Q4 2022 | $1,565,425 | -13.2% | 19,202 | -14.7% | 0.12% | -20.5% |
| Q3 2022 | $1,804,000 | -1.6% | 22,498 | +2.7% | 0.15% | +3.4% |
| Q2 2022 | $1,834,000 | -8.5% | 21,911 | +15.6% | 0.15% | +9.0% |
| Q1 2022 | $2,004,000 | -13.3% | 18,962 | -5.1% | 0.13% | -10.7% |
| Q4 2021 | $2,311,000 | +42.5% | 19,981 | +24.4% | 0.15% | +17.2% |
| Q2 2021 | $1,622,000 | +19.2% | 16,067 | +7.2% | 0.13% | -2.3% |
| Q1 2021 | $1,361,000 | +4.7% | 14,992 | +2.3% | 0.13% | -3.0% |
| Q4 2020 | $1,300,000 | +113.5% | 14,659 | +92.6% | 0.14% | +187.2% |
| Q3 2020 | $609,000 | -18.8% | 7,613 | -27.1% | 0.05% | -58.4% |
| Q2 2020 | $750,000 | +45.1% | 10,437 | +36.5% | 0.11% | +73.8% |
| Q4 2019 | $517,000 | – | 7,646 | – | 0.06% | – |
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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% |