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 | $628 | -3.1% | 6,625 | -0.1% | 0.30% | -2.9% |
| Q2 2023 | $648 | -20.4% | 6,632 | -27.6% | 0.31% | -26.0% |
| Q1 2023 | $814 | -18.4% | 9,166 | -25.0% | 0.42% | -23.7% |
| Q4 2022 | $997 | -99.6% | 12,229 | +291.7% | 0.54% | +218.1% |
| Q3 2022 | $250,000 | -4.2% | 3,122 | 0.0% | 0.17% | +8.2% |
| Q2 2022 | $261,000 | -20.9% | 3,122 | +0.1% | 0.16% | -7.6% |
| Q1 2022 | $330,000 | -23.6% | 3,119 | -16.4% | 0.17% | -15.8% |
| Q4 2021 | $432,000 | +11.9% | 3,732 | -1.1% | 0.20% | +2.5% |
| Q3 2021 | $386,000 | +0.8% | 3,772 | -0.5% | 0.20% | -0.5% |
| Q2 2021 | $383,000 | -12.4% | 3,791 | -21.2% | 0.20% | -18.1% |
| Q1 2021 | $437,000 | +1.2% | 4,811 | -1.3% | 0.24% | -3.6% |
| Q4 2020 | $432,000 | +14.0% | 4,872 | +2.7% | 0.25% | +4.6% |
| Q3 2020 | $379,000 | +36.8% | 4,744 | +22.9% | 0.24% | +21.7% |
| Q2 2020 | $277,000 | +27.1% | 3,859 | +1.1% | 0.20% | 0.0% |
| Q1 2020 | $218,000 | -17.1% | 3,817 | -1.9% | 0.20% | +5.3% |
| Q4 2019 | $263,000 | – | 3,889 | – | 0.19% | – |
Download | ||||||
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% |