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 | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $306,000 | +4.1% | 3,408 | +2.4% | 0.01% | -7.7% |
| Q4 2020 | $294,000 | +9.7% | 3,328 | -1.5% | 0.01% | 0.0% |
| Q3 2020 | $268,000 | +12.1% | 3,378 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $239,000 | +10.6% | 3,378 | -9.3% | 0.01% | +8.3% |
| Q1 2020 | $216,000 | -12.2% | 3,726 | +2.4% | 0.01% | 0.0% |
| Q4 2019 | $246,000 | -0.4% | 3,637 | -7.7% | 0.01% | -7.7% |
| Q3 2019 | $247,000 | -10.5% | 3,940 | -10.9% | 0.01% | -13.3% |
| Q2 2019 | $276,000 | -11.5% | 4,420 | -15.0% | 0.02% | -16.7% |
| Q1 2019 | $312,000 | -18.3% | 5,202 | -29.1% | 0.02% | -28.0% |
| Q4 2018 | $382,000 | -24.4% | 7,333 | -9.8% | 0.02% | -13.8% |
| Q3 2018 | $505,000 | +41.1% | 8,131 | +29.9% | 0.03% | +26.1% |
| Q2 2018 | $358,000 | +14.4% | 6,261 | +7.6% | 0.02% | +9.5% |
| Q1 2018 | $313,000 | -12.6% | 5,817 | -12.2% | 0.02% | -8.7% |
| Q4 2017 | $358,000 | -6.3% | 6,624 | -13.0% | 0.02% | -8.0% |
| Q3 2017 | $382,000 | +18.6% | 7,613 | +13.8% | 0.02% | +8.7% |
| Q2 2017 | $322,000 | +30.4% | 6,689 | +25.3% | 0.02% | +21.1% |
| Q1 2017 | $247,000 | – | 5,338 | – | 0.02% | – |
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% |